KS
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Keith Stechmesser

34 Years of Experience
Lakewood, CO
Broker

Keith Stechmesser is a registered investment advisor at Thrivent Investment Management INC., based in Lakewood, CO, with 34 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.

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Location

445 Union Blvd Ste 105, Lakewood, CO, 80228

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Thrivent Investment Management INC.
August 2010 - Present · 15 yrs 9 mos
Thrivent Investment Management INC.Broker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Oneamerica Securities, INC.Broker
June 2009 - September 2009 · 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2006 - July 2007 · 1 yr 5 mos
Teachers Personal Investors Services, INC.Broker
August 2001 - February 2006 · 4 yrs 6 mos
Allstate Financial Services, LLCBroker
June 2001 - August 2001 · 2 mos
Princor Financial Services CorporationBroker
August 2000 - August 2001 · 1 yr
The Advisors Group, INC.Broker
March 1999 - August 2000 · 1 yr 5 mos
Lutheran Brotherhood Securities CORP.Broker
August 1989 - May 1999 · 9 yrs 9 mos
State Registrations10 states
AZCOIDILMNNDOHTNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.