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Khori James Atwell

Thrivent Investment Management Inc.

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About Khori James Atwell

Khori Atwell is an investment advisor representative with Thrivent Investment Management Inc. Khori is licensed in multiple states, including Minnesota, Colorado, Oklahoma, and Texas. Khori has been in the financial industry for over 10 years, with prior experience at Charles Schwab & Co., Inc., I-Bankers Direct, LLC, and SW Financial. Khori's areas of expertise include financial planning and portfolio management for both individuals and pooled investment vehicles.

Firm Information

Khori Atwell 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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Khori Atwell’s Registration & Firm History

MN

05/31/2024 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

CO

10/01/2022 - 02/12/2024

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

FL

02/05/2021 - 09/14/2021

I-BANKERS DIRECT, LLC (BOCA RATON FL)

FL

09/02/2020 - 02/02/2021

SW FINANCIAL (LIGHTHOUSE POINT FL)

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Licenses & Designations

IA

Issued 05/16/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Khori James Atwell.
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