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Keith Adam Harvey

Thrivent Investment Management Inc.

Tampa, FL

CRD 2083197

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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

AuthorityCategoryStatusDate
OK RA APPROVED 2024-10-03
TX RA APPROVED 2006-04-10
FL RA APPROVED 2002-08-05
  • OK RA
    APPROVED
    Since 2024-10-03
  • TX RA
    APPROVED
    Since 2006-04-10
  • FL RA
    APPROVED
    Since 2002-08-05

Branch Locations

1307 W Fletcher Ave, Tampa, FL 33612 • 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
OrganizationCityStateFromTo
Thrivent Investment Management Inc. Tampa FL 07/2002 Present
Thrivent Financial For Lutherans Appleton WI 07/2002 Present
Previous Registrations
  • 1999-01-01 → 2002-08-05
    Lutheran Brotherhood Securities Corp.
    Brandon, FL
Other Businesses

SELF - KEITH HARVEY POSITION: Self - run rentals NATURE: Various personal rental properties passive schedule E rental income - 1/2 max per month (the OBA system did not allow for 1/2 hour inputs) not during trading hours - no investors. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2003 ADDRESS: 1307 W Fletcher ave, Tampa FL 33612, United States DESCRIPTION: Oversee rental properties. acquire tenants, direct repairs, collect rents, pay bills. K AND S HOLDINGS I LLC POSITION: Owner NATURE: Investment real estate properties - auto ownership, AKA K & G Holdings I, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2012 ADDRESS: 1307 W. fletcher Ave, Tampa FL 33612, United States DESCRIPTION: Passive rental income, I manage the business. SANDKEI HOLDINGS I, LLC POSITION: Managing Member NATURE: 1307 W. FLETCHER AVE TAMPA, FL MAILING ADDRESS; OWNER; INVESTMENT REAL ESTATE PROPERTIES; 1/2 HR PER MO NOT DURING TRADING HRS; PASSIVE RENTAL INCOME; NO INVESTORS; Opened October 19, 2016. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2016 ADDRESS: 1307 W. Fletcher Ave, Tampa FL 33612, United States DESCRIPTION: 1307 W. FLETCHER AVE TAMPA, FL MAILING ADDRESS; OWNER; INVESTMENT REAL ESTATE PROPERTIES; 1/2 HR PER MO NOT DURING TRADING HRS; PASSIVE RENTAL INCOME; NO INVESTORS; Opened October 19, 2016.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-04-27
S63 Uniform Securities Agent State Law Examination 1995-06-19
  • S65 Uniform Investment Adviser Law Examination
    1998-04-27
  • S63 Uniform Securities Agent State Law Examination
    1995-06-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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