Terry
King

Thrivent Investment Management Inc

CRD#4539911
Investment Advisor
in Lacombe, LA

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About this Advisor

Terry King is a financial advisor who works in Lacombe, Louisiana with 19 years of industry experience. King currently works for Thrivent Investment Management Inc. Throughout their career, they have worked at Thrivent Financial For Lutherans and Thrivent Investment Management Inc. King has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Louisiana, Mississippi and Texas. Thrivent Investment Management Inc is a financial advisory business that has its headquarters 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 between its 40,990 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 40,990 client accounts, just 13% belong to high-net-worth clients who have more than $1 million in assets. Thrivent Investment Management Inc has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by Thrivent Investment Management Inc likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

19 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

28661 Krentel Rd
Lacombe, LA 70445

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

LA Average: 157
Total Number of Accounts

40,990

LA Average: 8,262
Average Account Size

$304,709

LA Average: $640,173

Investment Advisory Services

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

Terry King Work History

Terry has been registered as a financial advisor for 19 years.*

2002 - Present (22 years)

Thrivent Financial For Lutherans

2002 - Present (22 years)

Thrivent Investment Management Inc

*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 Terry King 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
Karen Newquist
Madison, WI
Robert Swearingen
Minneapolis, MN
Margaret Carter
Chicago, IL
Paul Hawkins
Blue Springs, MO
Jason Eden
Bloomingdale, IL
Ryan Anderson
Sioux Falls, SD
Michael Guizzetti
Appleton, WI

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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