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Sheri Leigh Swackhamer

Thrivent Investment Management Inc.

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About Sheri Leigh Swackhamer

Sheri Swackhamer is a financial advisor with Thrivent Investment Management Inc. and has been in the industry for over 16 years. Sheri is a registered representative with Series 6, 7, and 66 licenses. Sheri is licensed in several states, including District of Columbia, Florida, Illinois, Maryland, Missouri, New Mexico, North Carolina, Texas, Virginia, Washington, and Wisconsin. Sheri provides financial planning and portfolio management services to individuals and high-net-worth individuals. Sheri has been a member of the National Board of Directors for the International Youth Exchange Assoc. of USA, Inc. since 2019.

Firm Information

Sheri Swackhamer 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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Sheri Swackhamer’s Registration & Firm History

VA

07/12/2010 - Present

Thrivent Investment Management Inc. (ALEXANDRIA VA)

VA

09/15/2003 - 04/28/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (ALEXANDRIA VA)

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Licenses & Designations

BOTH

Issued 07/09/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2010

Series 7 - General Securities Representative Examination

BC

Issued 09/12/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sheri Leigh Swackhamer.
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