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Jeffrey Leonard Kerr

Thrivent Investment Management Inc.

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About Jeffrey Leonard Kerr

Jeffrey Leonard Kerr is a financial advisor currently registered with Thrivent Investment Management Inc. in Troutman, North Carolina. Jeffrey has been in the financial industry since June 20, 2017. Jeffrey holds the Series 66, Series 7 and SIE securities licenses. Jeffrey also holds registrations in Florida, Georgia, North Carolina (both broker-dealer and investment advisor), South Carolina and Virginia. Jeffrey works with a variety of clients, including individuals, high-net-worth individuals, churches, and non-profit organizations. In addition to providing financial advice, Jeffrey also offers leadership training services to various teams, including police, fire, SWAT, and medical personnel. The services Jeffrey provides include financial planning and portfolio management.

Firm Information

Jeffrey Kerr 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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Jeffrey Kerr’s Registration & Firm History

NC

08/31/2017 - Present

Thrivent Investment Management Inc. (Troutman NC)

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Licenses & Designations

BOTH

Issued 08/30/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Leonard Kerr.
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