David
Knechtle

Thrivent Investment Management Inc

CRD#6414284
Investment Advisor
in Georgetown, MA

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About this Advisor

David Knechtle is a financial advisor based in Georgetown, Massachusetts, working with Thrivent Investment Management Inc. David has previously held positions at Verizon: Diamond-Wireless, Gerald S. Jamgochian, LLC, National Planning Corporation, Securities America, Inc, Securities America Advisors, Pin Wealth, LLC, Thrivent Investment Management Inc, and Thrivent Financial. David has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, David is part of Thrivent Investment Management Inc, which operates out of Georgetown, Massachusetts. The firm has 1,111 offices and 3,596 employees. The firm manages assets totaling $14.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Thrivent Investment Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Georgetown, MA

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

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

3,596

MA Average: 157
Total Number of Accounts

42,439

MA Average: 8,262
Average Account Size

$349,060

MA Average: $640,173

Investment Advisory Services

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

David Knechtle Work History

2024 - Present (0 year)

Thrivent Financial

2023 - Present (1 year)

Thrivent Investment Management Inc

2023 - Present (1 year)

Thrivent Financial

2022 - 2023 (1 year)

Pin Wealth, LLC

2017 - 2022 (5 years)

Securities America, Inc

2017 - 2022 (5 years)

Securities America Advisors

2015 - 2017 (2 years)

Gerald S. Jamgochian, LLC

2015 - 2017 (2 years)

National Planning Corporation

2013 - 2014 (1 year)

Verizon: Diamond-Wireless

Disclosures

Please visit the SEC profile of David Knechtle 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

Nicholas Streit
Minneapolis, MN
Amy Erkenbrack
Faribault, MN
Shannon Gallop
Minneapolis, MN
Sara Harvey
Minneapolis, MN
Michael Sheppard
Milwaukee, WI
Jong Ho Choi
Chicago, IL
Robert Tuszynski
Appleton, WI
David Jackman
Ramsey, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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