Kelly Kelly
Investment adviser representative at Thrivent Investment Management Inc.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Thrivent FinancialMay 2026 to now
- Thrivent Investment Management Inc.May 2025 to now
- Kathryn Crager - ThriventJun 2024 to May 2026
- Gallon Takacs & Boissoneault CoOct 2023 to Sep 2024
- US Legal SupportJan 2022 to Oct 2023
- Morgan & MorganJan 2021 to Jan 2022
- UnemployedAug 2020 to Jan 2021
- Onpoint Group, LLCAug 2018 to Jul 2020
- Faegre Baker Daniels, LLPSep 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7283776
- Firm CRD
- 18387