TK
TK

Thomas Kyle

30 Years of Experience
Sarasota, FL
1 DisclosureBroker

Thomas Kyle is a registered investment advisor at Thrivent Investment Management INC., based in Sarasota, FL, with 30 years of industry experience. Thomas 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

4801 Swift Rd, Sarasota, FL, 34231

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History

Regulatory History (1)
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Customer Dispute
January 2010
Denied
Employment History
Current Registrations
Thrivent Investment Management INC.
January 2008 - Present · 18 yrs 4 mos
Thrivent Investment Management INC.Broker
January 2008 - Present · 18 yrs 4 mos
Thrivent Investment Management INC.
January 2008 - Present · 18 yrs 4 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, INC.Broker
October 2005 - January 2008 · 2 yrs 3 mos
Hilliard Lyons
October 2005 - January 2008 · 2 yrs 3 mos
Stifel, Nicolaus & Company, Incorporated
November 2003 - October 2005 · 1 yr 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2003 - October 2005 · 2 yrs 2 mos
Thrivent Investment Management INC.Broker
September 1995 - August 2003 · 7 yrs 11 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWVWY
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.