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Rachel Diane Curley

Thrivent Investment Management Inc.

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About Rachel Diane Curley

Rachel Diane Curley is a financial advisor registered with Thrivent Investment Management Inc. Rachel has been in the financial services industry since June 17, 2013. Rachel holds the following securities licenses: Series 6, Series 7, Series 63, and Series 65. Rachel is also registered as an Investment Advisor Representative (IAR) in Missouri and Texas. Rachel is a member of the finance team for Crossbridge church and is a board member for Marshfield Freeway Ministries. Rachel provides financial planning and portfolio management services to individuals, corporations, churches, and non-profit organizations.

Firm Information

Rachel Curley 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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Rachel Curley’s Registration & Firm History

MO

08/24/2024 - Present

Thrivent Investment Management Inc. (Osage Beach MO)

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Licenses & Designations

IA

Issued 08/03/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2014

Series 7 - General Securities Representative Examination

BC

Issued 06/18/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Diane Curley.
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