Rachel
Curley

Thrivent Investment Management Inc

CRD#5662390
Investment Advisor
in Springfield, MO

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About this Advisor

Rachel Curley is a financial advisor based out of Springfield, Missouri with a total of 8 years of relevant experience. Curley works at Thrivent Investment Management Inc. Their career trajectory has included roles at Thrivent Investment Management Inc, David Dupree State Farm and Thrivent Financial For Lutherans. Curley has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Missouri. Thrivent Investment Management Inc is a company that has its headquarters in Minneapolis, MN. It has offices in 1,106 locations and a total of 3,548 employees. It administers $13 billion in assets among its 40,990 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 40,990 accounts, just 13% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on the services. Fee types charged by Thrivent Investment Management Inc can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2200 E Sunshine St
Springfield, MO 65804

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

MO Average: 157
Total Number of Accounts

40,990

MO Average: 8,262
Average Account Size

$304,709

MO Average: $640,173

Investment Advisory Services

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

Rachel Curley Work History

Rachel has been registered as a financial advisor for 8 years.*

2013 - Present (11 years)

Thrivent Investment Management Inc

2013 - Present (11 years)

Thrivent Financial For Lutherans

2013 - 2013 (< 1 year)

Thrivent Financial For Lutherans

2010 - 2013 (3 years)

David Dupree State Farm

*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 Rachel Curley 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
Karen Newquist
Madison, WI
Paul Hawkins
Blue Springs, MO
Robert Swearingen
Minneapolis, MN
Tanya Dean
Mondovi, WI
Jason Eden
Bloomingdale, IL
Margaret Carter
Chicago, IL
Melissa Murphy
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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