Terri
Meekins

Thrivent Investment Management Inc

CRD#6604359
Investment Advisor
in Towson, MD

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About this Advisor

Terri Meekins is a financial advisor working out of Towson, Maryland with a total of 4 years of relevant experience. Meekins is an advisor for Thrivent Investment Management Inc. Their career trajectory has included roles at Linwood Center, Inc, Notre Dame Of Maryland University, Thrivent Investment Management Inc and Thrivent Financial. Meekins has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in District Of Columbia and Maryland. Thrivent Investment Management Inc is a financial advisory business operating out of Minneapolis, MN. It has offices in 1,106 locations and a total of 3,548 advisors. It manages $13 billion in total assets across its 40,990 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 40,990 customer accounts, just 13% belong to high-net-worth investors who have more than $1 million in investable assets. Thrivent Investment Management Inc offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically depend on the type of financial services offered. However, fees charged by Thrivent Investment Management Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

744 Dulaney Valley Rd
Towson, MD 21204

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

MD Average: 157
Total Number of Accounts

40,990

MD Average: 8,262
Average Account Size

$304,709

MD Average: $640,173

Investment Advisory Services

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

Terri Meekins Work History

Terri has been registered as a financial advisor for 4 years.*

2016 - Present (8 years)

Thrivent Investment Management Inc

2016 - Present (8 years)

Thrivent Financial

2016 - 2016 (< 1 year)

Thrivent Financial

2014 - 2015 (1 year)

Linwood Center, Inc

2007 - 2014 (7 years)

Notre Dame Of Maryland University

*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 Terri Meekins 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

Justin Bettinger
Albertville, MN
Jason Eden
Bloomingdale, IL
Melissa Murphy
Appleton, WI
Paul Hawkins
Blue Springs, MO
Tanya Dean
Mondovi, WI
Paul Gamache
Colorado Springs, CO
Margaret Carter
Chicago, IL
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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