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Kevin John Stumo

Thrivent Investment Management Inc.

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About Kevin John Stumo

Kevin John Stumo is a financial advisor with Thrivent Investment Management Inc., a company specializing in financial and investment services. Kevin has been in the financial industry since 2000, and has experience at several firms, including Quasar Distributors, LLC, RBC Dain Rauscher Inc. and U.S. Bancorp Investments, Inc. Kevin holds Series 63, 66, 7, 24, and SIE licenses. Kevin also provides financial planning and portfolio management for individuals.

Firm Information

Kevin Stumo 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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Kevin Stumo’s Registration & Firm History

MN

12/20/2013 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

ME

10/07/2004 - 09/14/2005

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

NY

10/29/2002 - 04/21/2003

RBC DAIN RAUSCHER INC. (NEW YORK NY)

MN

02/23/2000 - 09/13/2002

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

MN

01/21/1998 - 08/30/1999

AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/25/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin John Stumo.
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