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Lori Dawn Webb

Thrivent Investment Management Inc.

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About Lori Dawn Webb

Lori Dawn Webb is a financial advisor with over 20 years of experience in the financial services industry. Lori is currently registered with Thrivent Investment Management Inc. and has previously worked with firms such as PURSHE KAPLAN STERLING INVESTMENTS and RAYMOND JAMES & ASSOCIATES, INC. Lori holds the Series 63, 7 and 52 licenses and the SIE designation. Lori has a strong track record of providing comprehensive financial planning and investment management services to individuals and families.

Firm Information

Lori Webb 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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Lori Webb’s Registration & Firm History

TX

07/11/2024 - Present

Thrivent Investment Management Inc. (Allen TX)

TX

05/05/2021 - 07/10/2024

PURSHE KAPLAN STERLING INVESTMENTS (Allen TX)

AR

11/20/2019 - 12/01/2020

E D & F MAN CAPITAL MARKETS INC. (Little Rock AR)

AR

09/04/2019 - 11/06/2019

RAYMOND JAMES & ASSOCIATES, INC. (LITTLE ROCK AR)

AR

08/17/1998 - 07/26/2019

BOK FINANCIAL SECURITIES, INC. (LITTLE ROCK AR)

NA

01/27/1998 - 08/17/1998

ALLIANCE SECURITIES CORP.

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Licenses & Designations

BC

Issued 06/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2001

Series 7 - General Securities Representative Examination

BC

Issued 01/26/1998

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lori Dawn Webb.
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