Jeffrey
Kerr

Thrivent Investment Management Inc

CRD#6705747
Investment Advisor
in Troutman, NC

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About this Advisor

Jeffrey Kerr is an advisor in Troutman, North Carolina. Currently an advisor at Thrivent Investment Management Inc, Kerr has 10 years of experience as a financial advisor. Kerr maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Kerr is able to work with customers based out of North Carolina. The advisor has gained experience at Nc Farm Bureau Ins, Jtg Daughtery Racing, Michael Waltrip Racing, Hendrick Motorsports, Stewart Haas Racing, Thrivent Investment Management Inc and Thrivent Financial. Thrivent Investment Management Inc is headquartered in Troutman, North Carolina, and operates out of 854 brick-and-mortar locations in the nation. As a registered investment advisory firm, Thrivent Investment Management Inc manages $11 billion in assets throughout 33,764 accounts and employs more than 3,494 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 7,057 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 17% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Thrivent Investment Management Inc can offer financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

Troutman, NC

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$11,272,695,425

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

3,494

NC Average: 157
Total Number of Accounts

33,764

NC Average: 8,262
Average Account Size

$333,867

NC Average: $640,173

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Investment Advisory Services

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

Jeffrey Kerr Work History

Jeffrey has 10 years of experience.

2017 - Present (4 years)

Thrivent Investment Management Inc

2017 - Present (4 years)

Thrivent Financial

2017 - 2017 (< 1 year)

Thrivent Financial

2016 - 2017 (1 year)

Nc Farm Bureau Ins

2016 - 2017 (1 year)

Jtg Daughtery Racing

2014 - 2016 (2 years)

Michael Waltrip Racing

2011 - 2014 (3 years)

Hendrick Motorsports

2010 - 2011 (1 year)

Stewart Haas Racing

Disclosures

Jeffrey Kerr has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Thrivent Investment Management Inc

Phillip Meyer
Minneapolis, MN
Jessica Okamoto
Las Vegas, NV
Eric Schneider
Thornton, CO
Jessica Hillman
Rogers, AR
Chase Canning
Maumee, OH
Erica Montoya
San Antonio, TX
Paul Christopher
Hopkins, MN
Daniel Gregory
Jacksonville, NC

This content was compiled from the SEC and FINRA.

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