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Sari Tollefson Keim

Thrivent Investment Management Inc.

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About Sari Tollefson Keim

Sari Keim is an investment advisor representative with Thrivent Investment Management Inc. Sari has been in the industry since August 5, 1994 and has held registrations with American Express Financial Advisors Inc., IDS Life Insurance Company, and Shurgard Realty Advisors, Inc. Sari is licensed in Arizona, California and Washington. Sari holds the Series 63, 66, 7, and 24 licenses. Sari is also a board member of NW WAG Rescue.

Firm Information

Sari Keim 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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Sari Keim’s Registration & Firm History

WA

01/27/2005 - Present

Thrivent Investment Management Inc. (GIG HARBOR WA)

MN

07/25/1997 - 01/10/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/25/1997 - 01/10/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NA

09/15/1995 - 02/07/1997

SHURGARD REALTY ADVISORS, INC.

MN

08/16/1994 - 02/23/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/16/1994 - 02/23/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NA

06/23/1993 - 07/21/1994

SHURGARD REALTY ADVISORS, INC.

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Licenses & Designations

BOTH

Issued 11/30/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/25/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sari Tollefson Keim.
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