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Keith Adam Harvey

Thrivent Investment Management Inc.

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About Keith Adam Harvey

Keith Adam Harvey is a financial advisor currently registered with Thrivent Investment Management Inc. Keith has been in the financial industry for over 30 years and holds the Series 6, 7, 63 and 65 licenses. Keith is also a Certified Financial Planner. Keith has previously worked at Lutheran Brotherhood Securities Corp. Keith has been working for Thrivent Investment Management Inc. for 20 years and has experience with individual investors, corporations and churches and nonprofits. Keith works out of the Tampa, FL office.

Firm Information

Keith Harvey 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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Keith Harvey’s Registration & Firm History

FL

04/10/2006 - Present

Thrivent Investment Management Inc. (TAMPA FL)

MN

09/24/1990 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 04/27/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/1998

Series 7 - General Securities Representative Examination

BC

Issued 09/21/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keith Adam Harvey.
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