James Kevin Urquhart
Investment adviser representative at Thrivent Investment Management Inc.
12 yearsExperience
4 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
12 years in the industry.
- Thrivent Investment Management Inc.Jan 2026 to now
- Thrivent FinancialJan 2026 to now
- UnemployedAug 2025 to Jan 2026
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2025
- Wells Fargo Advisors, LLC.Jul 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 4 states (DC, GA, OK, TX).
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
- 6375536
- Firm CRD
- 18387