Keith Daniel Berman

Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-09-27
FL	RA	APPROVED	2009-01-02

TX RA
APPROVED_RES

Since 2022-09-27
FL RA
APPROVED

Since 2009-01-02

Branch Locations

11020 N Kendall Dr, Miami, FL 33176 • United States

Palmetto Bay, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Thrivent Investment Management Inc	Miami	FL	03/2004	Present
Thrivent Financial For Lutherans	Appleton	WI	10/2004	Present

03/2004 → Present

Thrivent Investment Management Inc

Miami, FL
10/2004 → Present

Thrivent Financial For Lutherans

Appleton, WI

Other Businesses

BNI POSITION: President NATURE: I will be President of this networking group. The weekly meetings are intended to build relationships within the group and grow membership. The primary purpose of the chapter is pass referrals and help each other grow their business. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 8715 SW 155th Ter, Palmetto Bay FL 33157, United States DESCRIPTION: My role as President is to run the weekly meetings on a hybrid format. I will be facilitating the zoom meetings for our 20 members and once a month run an in person meeting at a local venue.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-12-31

S66 Uniform Combined State Law Examination

2008-12-31

View on SEC IAPD