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Elizabeth Carol McKinley

Thrivent Investment Management Inc.

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About Elizabeth Carol McKinley

Elizabeth McKinley is a registered investment advisor representative with Thrivent Investment Management Inc. Elizabeth has been in the financial services industry for over 5 years and is registered with the state of Pennsylvania as an Investment Advisor Representative and as a Registered Representative. Elizabeth holds the Series 7 and Series 66 licenses. Elizabeth is dedicated to providing sound financial guidance to individuals, families, and businesses. Elizabeth focuses on investment management, financial planning, and retirement planning. Elizabeth is committed to helping clients achieve their financial goals.

Firm Information

Elizabeth McKinley 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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Elizabeth McKinley’s Registration & Firm History

PA

02/25/2020 - Present

Thrivent Investment Management Inc. (Hummelstown PA)

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Licenses & Designations

BOTH

Issued 02/24/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/05/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Carol McKinley.
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