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Robert Scott Curtis

Thrivent Investment Management Inc.

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About Robert Scott Curtis

Robert Scott Curtis is a financial advisor with Thrivent Investment Management Inc. with over 19 years of experience in the financial industry. Robert is registered with the Securities and Exchange Commission (SEC) as a Registered Representative (RR) and Investment Advisor Representative (IAR). Robert is also licensed to provide financial services in 18 states. Robert provides financial planning and portfolio management services to individuals, high net worth individuals, corporations or other businesses, churches and non-profit sharing retirement accounts.

Firm Information

Robert Curtis 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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Robert Curtis’s Registration & Firm History

NJ

04/28/2012 - Present

Thrivent Investment Management Inc. (LEBANON NJ)

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Licenses & Designations

BOTH

Issued 02/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/22/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/26/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Scott Curtis.
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