DC
DC

Doris Cheek

15 Years of Experience
Alpharetta, GA
1 DisclosureBroker

Doris Cheek is a registered investment advisor at Thrivent Investment Management INC., based in Alpharetta, GA, with 15 years of industry experience. Doris 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

12600 Deerfield Parkway, Alpharetta, GA, 30004

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History

Regulatory History (1)
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Customer Dispute
March 2020
Settled
Other Business Activities

Doris is a missions committee member at Wieuca Road Baptist Church, a board member at Lifespan Resources, and a board member at Druid Hills Civitan, dedicating a few hours per week to each. She also owns Midtown 1031 Exchange Service Inc, but the company is inactive.

Employment History
Current Registrations
Thrivent Investment Management INC.
August 2022 - Present · 3 yrs 11 mos
Thrivent Investment Management INC.Broker
August 2022 - Present · 3 yrs 11 mos
Previous Registrations
Thrivent Investment Management INC.
March 2019 - August 2022 · 3 yrs 5 mos
Thrivent Investment Management INC.Broker
March 2019 - August 2022 · 3 yrs 5 mos
Edward Jones
January 2011 - January 2019 · 8 yrs
Edward JonesBroker
January 2011 - January 2019 · 8 yrs
State Registrations6 states
FLGAILNCSCTX
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.