TK
TK

Troy Keesling

27 Years of Experience
Appleton, WI
1 DisclosureBroker

Troy Keesling is a registered investment advisor at Thrivent Investment Management INC., based in Appleton, WI, with 27 years of industry experience. Troy 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

2901 E Enterprise Ave, Appleton, WI, 54913

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History

Regulatory History (1)
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Customer Dispute
May 2003
Denied
Other Business Activities

Troy is a board member for Jake's Diapers and Jake's Network of Hope, both non-profit organizations. He dedicates minimal time to these activities, providing leadership and guidance.

Employment History
Current Registrations
Thrivent Investment Management INC.
February 2005 - Present · 21 yrs 3 mos
Thrivent Investment Management INC.Broker
January 1999 - Present · 27 yrs 4 mos
State Registrations7 states
FLILKSMIMNTXWI
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.
Troy Keesling - Financial Advisor | TrueAdvisor