Unclaimed
Keith Wright is a financial advisor with Thrivent Investment Management Inc. Keith has been in the financial services industry since 2016. Keith is registered as a broker-dealer in 19 states, and as an investment advisor representative in 3 states. Keith has passed the Series 7, Series 66, and SIE examinations. Keith is a licensed broker with the firm and also works as a consultant for churches and non-profit organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
02/08/2019 - Present
Thrivent Investment Management Inc. (Greenwood Village CO)
BOTH
Issued 09/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Keith Wright is the right advisor for you? Invested Better is here to help.