Alyssa
Davis

Thrivent Investment Management Inc

CRD#7135613
Investment Advisor
in Windsor, CO

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About this Advisor

Alyssa Davis is a financial advisor working out of Windsor, Colorado with 2 years of relevant experience. Davis is currently employed by Thrivent Investment Management Inc. During their career, the advisor has held roles at Thrivent, Massage Heights, Chapel & Collins, Nanny, Colorado State University, Marian High School, Thrivent Investment Management Inc and Thrivent Financial. Davis holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Colorado. Thrivent Investment Management Inc is a business headquartered in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 employees. It administers $13 billion in total assets between its 40,990 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 40,990 accounts, just 13% belong to high-net-worth clients who have more than $1 million in assets available to invest. Thrivent Investment Management Inc provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees vary depending on which services the firm provides the client. Fees billed by Thrivent Investment Management Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

355 Eastman Park Dr
Windsor, CO 80550

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

CO Average: 157
Total Number of Accounts

40,990

CO Average: 8,262
Average Account Size

$304,709

CO Average: $640,173

Investment Advisory Services

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

Alyssa Davis Work History

Alyssa has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Thrivent Financial

2020 - Present (4 years)

Thrivent Investment Management Inc

2020 - 2021 (1 year)

Thrivent

2019 - 2019 (< 1 year)

Chapel & Collins

2018 - 2018 (< 1 year)

Massage Heights

2015 - 2020 (5 years)

Colorado State University

2014 - 2016 (2 years)

Nanny

2011 - 2015 (4 years)

Marian High School

*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 Alyssa 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

Taylor Larson
Englewood, CO
Erland Porter
Carmel, IN
Jason Eden
Bloomingdale, IL
Robert Swearingen
Minneapolis, MN
Melissa Murphy
Appleton, WI
Carlos Escobar
Morton, IL
Paul Hawkins
Blue Springs, MO
Paul Gamache
Colorado Springs, CO

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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