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David Scott Kratz

Thrivent Investment Management Inc.

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About David Scott Kratz

David Kratz is a financial professional with over 38 years of experience in the financial services industry. David is currently registered with Thrivent Investment Management Inc. as a Registered Representative and Investment Advisor Representative. David has previously worked with Lutheran Brotherhood Securities Corp. and First Investors Corporation. David is a Certified Financial Planner and Chartered Financial Consultant. David holds the Series 6, 7, 63 and 65 licenses as well as the SIE. David currently serves as a Board member for the North Penn School District Educational Foundation.

Firm Information

David Kratz is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Kratz’s Registration & Firm History

PA

08/06/2004 - Present

Thrivent Investment Management Inc. (Lansdale PA)

MN

04/29/1985 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

NA

07/13/1984 - 03/22/1985

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 06/10/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/12/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Scott Kratz.
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