Unclaimed
David Henry Keller is an Investment Advisor Representative with Thrivent Investment Management Inc.. David has been in the industry for 7 years and is registered in Illinois and Indiana. David specializes in providing financial planning and portfolio management for individuals. He offers a variety of investment products and services to help clients meet their financial goals. David is committed to providing his clients with personalized service and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
01/09/2024 - Present
Thrivent Investment Management Inc. (VALPARAISO IN)
CO
05/03/2016 - 07/18/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 01/08/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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