Elizabeth
Mckinley

Thrivent Investment Management Inc

CRD#6706456
Investment Advisor
in Carlisle, PA

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About this Advisor

Elizabeth Mckinley is a financial advisor who works in Carlisle, Pennsylvania with a total of 3 years of relevant experience. Mckinley is an employee of Thrivent Investment Management Inc. Their career trajectory has included roles at Girl Scouts In The Heart Of Pa, Lutheran World Relief, Shippensburg University Foundation, Thrivent Investment Management Inc and Thrivent Financial. Mckinley holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in Pennsylvania. 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 financial advisors. It manages $13 billion in assets under management between its 40,990 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 40,990 customer accounts, just 13% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Thrivent Investment Management Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

35 E High Street
Carlisle, PA 17013

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

PA Average: 157
Total Number of Accounts

40,990

PA Average: 8,262
Average Account Size

$304,709

PA Average: $640,173

Investment Advisory Services

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

Elizabeth Mckinley Work History

Elizabeth has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Thrivent Financial

2018 - Present (6 years)

Thrivent Investment Management Inc

2018 - 2018 (< 1 year)

Girl Scouts In The Heart Of Pa

2018 - 2019 (1 year)

Thrivent Financial

2013 - 2018 (5 years)

Lutheran World Relief

2008 - 2013 (5 years)

Shippensburg University Foundation

*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 Elizabeth Mckinley 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

Paul Hawkins
Blue Springs, MO
Matthew Dendinger
Ponca, NE
Robert Swearingen
Minneapolis, MN
Melissa Murphy
Appleton, WI
Karen Newquist
Madison, WI
Nick Goins
Scottsdale, AZ
Michael Guizzetti
Appleton, WI
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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