Matthew
Keegan

Thrivent Investment Management Inc

CRD#7014734
Investment Advisor
in East Longmeadow, MA

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About this Advisor

Matthew Keegan is a financial advisor who works out of East Longmeadow, Massachusetts who has 2 years of industry experience. Keegan is an advisor for Thrivent Investment Management Inc. Over the course of their career, Keegan has held roles at Center For Physical Therapy, Bentley University, 5Th Street Advisors, LLC, Thrivent Investment Management Inc and Thrivent Financial. Keegan has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts and New York. Thrivent Investment Management Inc is a financial advisory company operating out of Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 financial advisors. It handles $13 billion in assets under management among its 40,990 customer accounts, making it one of the largest financial advisory firms in the country 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. Thrivent Investment Management Inc performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on the type of services. However, fees billed by Thrivent Investment Management Inc likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

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

200 N Main St Ste 18
East Longmeadow, MA 01028

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

MA Average: 157
Total Number of Accounts

40,990

MA Average: 8,262
Average Account Size

$304,709

MA Average: $640,173

Investment Advisory Services

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

Matthew Keegan Work History

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

2018 - Present (6 years)

Thrivent Investment Management Inc

2018 - Present (6 years)

Thrivent Financial

2015 - 2018 (3 years)

Center For Physical Therapy

2014 - 2014 (< 1 year)

5Th Street Advisors, LLC

2014 - 2014 (< 1 year)

Center For Physical Therapy

2014 - 2015 (1 year)

Center For Physical Therapy

2013 - 2013 (< 1 year)

Center For Physical Therapy

2013 - 2014 (1 year)

Center For Physical Therapy

2011 - 2015 (4 years)

Bentley 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 Matthew Keegan 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

Janine Amundson
Minneapolis, MN
Sara Meyer
Asheville, NC
Justin Bettinger
Albertville, MN
Jason Eden
Bloomingdale, IL
Michael Guizzetti
Appleton, WI
Nick Goins
Scottsdale, AZ
Robert Swearingen
Minneapolis, MN
Ryan Anderson
Sioux Falls, SD

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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