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Karl James Dorr

Thrivent Investment Management Inc.

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About Karl James Dorr

Karl James Dorr is an investment advisor representative with Thrivent Investment Management Inc. located in GREAT FALLS, MT. Karl has been in the financial services industry for over 30 years, having started in June 1987. Karl is registered with the state of Montana and also has a registration with the state of Texas. Karl has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, and the General Securities Representative Examination. Karl's professional background includes previous positions with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Karl is also the owner of farmland in Iowa, which is managed by a neighboring family and some of Karl's siblings.

Firm Information

Karl Dorr 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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Karl Dorr’s Registration & Firm History

MT

08/13/2020 - Present

Thrivent Investment Management Inc. (GREAT FALLS MT)

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Licenses & Designations

BOTH

Issued 03/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/06/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2004

Series 7 - General Securities Representative Examination

BC

Issued 12/06/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karl James Dorr.
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