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Shari Watkins

Thrivent Investment Management Inc.

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About Shari Watkins

Shari Watkins has been in the financial services industry since June 28, 2009. Currently, Shari works for Thrivent Investment Management Inc. where she is registered as an Investment Advisor Representative in DC, OK, PA, and TX. Shari has previously worked at VANGUARD MARKETING CORPORATION, CHASE INVESTMENT SERVICES CORP. and THE DREYFUS SERVICE CORPORATION. Shari has passed the following exams: Series 63, Series 7TO, SIE, Series 7 and Series 6. Shari is registered in Pennsylvania and is a General Securities Representative.

Firm Information

Shari Watkins 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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Shari Watkins’s Registration & Firm History

MN

10/24/2024 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

PA

08/03/2021 - 04/26/2024

VANGUARD MARKETING CORPORATION (MALVERN PA)

IL

09/29/1997 - 03/13/1998

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

NY

10/28/1985 - 10/07/1997

THE DREYFUS SERVICE CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/25/2021

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/1996

Series 7 - General Securities Representative Examination

BC

Issued 10/25/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shari Watkins.
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