Keith
Davis

Thrivent Investment Management Inc

CRD#4150150
Investment Advisor
in Batesville, AR

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About this Advisor

Keith Davis is a financial advisor who works out of Batesville, Arkansas who has 7 years of industry experience. Davis is on the advisory team at Thrivent Investment Management Inc. During their career, the advisor has held roles at Arkansas Farm Bureau Mutual Insurance Company, Southern Farm Bureau Life Insurance Company, Progressive Insurance Company, Guardian Life Insurance, Thrivent Investment Management Inc, Illinois Mutual Life Insurance, American Heritage Life Insurance Company, Massmutual, Southern Capital Brokerage, Southern Farm Bureau Casualty Insurance Company, Blue Cross Blue Shield Of Arkansas, Insurance Brokerage and Thrivent Financial. Davis holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Arkansas and Texas. Thrivent Investment Management Inc is a registered investment business headquartered in Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 people on staff. It handles $13 billion in assets under management among its 40,990 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 40,990 accounts, just 13% belong to high-net-worth clients who have greater than $1 million in assets. The firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees depend on the services provided. Fee types billed by Thrivent Investment Management Inc likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

440 Barnett Dr
Batesville, AR 72501

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

AR Average: $5,289,111,388
Total Number of Employees

3,548

AR Average: 157
Total Number of Accounts

40,990

AR Average: 8,262
Average Account Size

$304,709

AR Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Keith Davis Work History

Keith has been registered as a financial advisor for 7 years.*

2014 - Present (10 years)

Thrivent Investment Management Inc

2014 - Present (10 years)

Thrivent Financial

2014 - 2014 (< 1 year)

Thrivent Financial

2004 - 2014 (10 years)

Guardian Life Insurance

2004 - 2014 (10 years)

Illinois Mutual Life Insurance

2004 - 2014 (10 years)

American Heritage Life Insurance Company

2003 - 2014 (11 years)

Massmutual

2003 - 2014 (11 years)

Southern Capital Brokerage

2000 - 2014 (14 years)

Arkansas Farm Bureau Mutual Insurance Company

2000 - 2014 (14 years)

Southern Farm Bureau Life Insurance Company

2000 - 2014 (14 years)

Progressive Insurance Company

2000 - 2014 (14 years)

Southern Farm Bureau Casualty Insurance Company

2000 - 2014 (14 years)

Blue Cross Blue Shield Of Arkansas

2000 - 2014 (14 years)

Insurance Brokerage

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Keith Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Investment Management Inc

Melissa Murphy
Appleton, WI
Daniel Demers
Stevens Point, WI
Tanya Dean
Mondovi, WI
Margaret Carter
Chicago, IL
Paul Hawkins
Blue Springs, MO
Karen Newquist
Madison, WI
Ryan Anderson
Sioux Falls, SD
Robert Swearingen
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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