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Scott Allen Morris

Thrivent Investment Management Inc.

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About Scott Allen Morris

Scott Allen Morris is a financial professional with over 30 years of experience in the industry. Scott is currently registered with Thrivent Investment Management Inc., and is licensed to provide investment advice in 27 states. Scott has a strong background in financial planning and portfolio management, and is committed to helping clients achieve their financial goals. Scott holds several professional designations and has passed numerous industry exams. Scott is a valuable resource for individuals and families seeking financial guidance.

Firm Information

Scott Morris 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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Scott Morris’s Registration & Firm History

FL

03/07/2024 - Present

Thrivent Investment Management Inc. (Ormond Beach FL)

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Licenses & Designations

BOTH

Issued 02/04/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2004

Series 24 - General Securities Principal Examination

BC

Issued 04/02/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2002

Series 7 - General Securities Representative Examination

BC

Issued 05/26/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Allen Morris.
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