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Keith Mason

Thrivent Investment Management Inc.

Dacula, GA

Atlanta, GA

CRD 6370211

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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
DC RA APPROVED 2026-03-25
TX RA APPROVED 2025-04-28
GA RA APPROVED 2025-03-10
  • DC RA
    APPROVED
    Since 2026-03-25
  • TX RA
    APPROVED
    Since 2025-04-28
  • GA RA
    APPROVED
    Since 2025-03-10

Branch Locations

Dacula, GA • United States

200 Galleria Pkwy Se, Atlanta, GA 30339 • 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
Triad Advisors, Inc. Atlanta GA 06/2014 10/2024
Ayoby Taxes Dacula GA 01/2016 10/2024
Thrivent Investment Management Inc Atlanta GA 10/2024 Present
Thrivent Financial Appleton WI 10/2024 07/2025
Thrivent Financial Appleton WI 07/2025 Present
  • 06/2014 → 10/2024
    Triad Advisors, Inc.
    Atlanta, GA
  • 01/2016 → 10/2024
    Ayoby Taxes
    Dacula, GA
  • 10/2024 → Present
    Thrivent Investment Management Inc
    Atlanta, GA
  • 10/2024 → 07/2025
    Thrivent Financial
    Appleton, WI
  • 07/2025 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-06
S63 Uniform Securities Agent State Law Examination 2025-02-18
  • S66 Uniform Combined State Law Examination
    2025-03-06
  • S63 Uniform Securities Agent State Law Examination
    2025-02-18
Other Names
  • Keith Carniel Mason
  • Keith Mason

View on SEC IAPD

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