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Kinnon Tatum

Thrivent Investment Management Inc.

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About Kinnon Tatum

Kinnon Tatum is a financial advisor registered with Thrivent Investment Management Inc. located in Raleigh, NC. Kinnon has been in the financial services industry since 2017 and holds Series 6, 26, and 63 licenses. Kinnon focuses on providing financial planning and portfolio management services to individuals, high-net-worth individuals, churches and non-profit organizations, and corporations. Kinnon's previous experience includes working with Allstate Financial Services, LLC in Northbrook, IL.

Firm Information

Kinnon Tatum 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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Kinnon Tatum’s Registration & Firm History

NC

02/25/2021 - Present

Thrivent Investment Management Inc. (Raleigh NC)

IL

01/05/2017 - 11/24/2020

ALLSTATE FINANCIAL SERVICES, LLC (Northbrook IL)

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Licenses & Designations

BC

Issued 06/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kinnon Tatum.
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