Karli Marie Finney
Investment adviser representative at Thrivent Investment Management Inc.
15 yearsExperience
2 statesRegistered in
$20.8BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Thrivent FinancialJul 2019 to now
- Thrivent Investment Management Inc.Jun 2019 to now
- Jnba Financial Advisors IncDec 2011 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MN, ND).
Thrivent Investment Management Inc.
$20.8BAssets managed
125,754Clients
3,179Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5792633
- Firm CRD
- 18387