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Kimberly Hinton Loftin

Thrivent Investment Management Inc.

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About Kimberly Hinton Loftin

Kimberly Hinton Loftin is a financial advisor with over 5 years of experience in the industry. Kimberly holds the Series 7, Series 63, and Series 65 licenses and is registered with Thrivent Investment Management Inc. and the state of North Carolina. Kimberly has previously held positions at FIRST CITIZENS INVESTOR SERVICES, INC., PRINCIPAL SECURITIES, INC., and Edward Jones. Kimberly specializes in working with individuals and churches.

Firm Information

Kimberly Loftin 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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Kimberly Loftin’s Registration & Firm History

NC

09/15/2023 - Present

Thrivent Investment Management Inc. (Smithfield NC)

NC

02/04/2022 - 08/21/2023

FIRST CITIZENS INVESTOR SERVICES, INC. (Smithfield NC)

NC

05/06/2019 - 01/25/2022

PRINCIPAL SECURITIES, INC. (KNIGHTDALE NC)

MO

08/22/2018 - 12/21/2018

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 06/04/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kimberly Hinton Loftin. Review regulatory record here.
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