Kelly
Walter
Thrivent Investment Management Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Kelly Walter is a financial advisor operating out of Glen Burnie, Maryland, who has 5 years of industry experience. Walter currently works for Thrivent Investment Management Inc. Over the course of their career, Walter has held roles at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Wells Fargo Advisors, LLC, Maryland Live! Casino, Thrivent Investment Mangement Inc and Thrivent Financial. Walter maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Maryland. Thrivent Investment Management Inc is an advisory business that has its headquarters in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 financial advisors. It handles $13 billion in total assets between its 40,990 accounts, placing it among the biggest firms in the United States by assets under management. Of its 40,990 customer accounts, just 13% are held by 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. However, fees billed by Thrivent Investment Management Inc likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Thrivent Investment Management Inc Brokerage Details
$12,490,022,666
3,548
40,990
$304,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kelly Walter Work History
Kelly has been registered as a financial advisor for 5 years.*
Thrivent Investment Mangement Inc
Thrivent Financial
Thrivent Financial
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank
Maryland Live! Casino
*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 Kelly Walter 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
Blue Springs, MO
Scottsdale, AZ
Chicago, IL
Appleton, WI
Albertville, MN
Madison, WI
Sioux Falls, SD
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
