EM
Elizabeth C. Mckinley
THRIVENT INVESTMENT MANAGEMENT
Hummelstown, PA 17036
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CRD#: 6706456
EM
Professional summary
Elizabeth Carol Mckinley, who also goes by Beth Herr, Beth Mckinley, Elizabeth Mckinley, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Hummelstown, Pennsylvania.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Elizabeth has worked at 1 firm and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Beth Herr | Beth Mckinley | Elizabeth Mckinley
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CUMBERLAND COUNTY BUREAU OF ELECTIONS POSITION: Voting Machine Operator/Clerk NATURE: Run and monitor election voting INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/21/2019 ADDRESS: 1601 Ritner Hwy, Suite 201, Carlisle PA 17013, United States DESCRIPTION: - Assist with set-up and opening procedures. - When polls are open (7am until 8pm), assist with check-in table, poll book, and numbered list; escort eligible voters to the voting machine, activate the appropriate ballot for the voter, and answer questions from voters; assist a voter in making ballot selections after they've completed the assistance paperwork. - Upon closing, assist with absentee ballots and tally sheets. - Other duties as assigned by Judge of Elections. YWCA CARLISLE AND CUMBERLAND COUNTY POSITION: Board of Directors Member NATURE: YWCA is on a mission to eliminate racism, empower women and promote peace, justice, freedom and dignity for all.YWCA Carlisle & Cumberland County operates Sexual Assault/Rape Crisis Services of Cumberland County to support victims of sexual assault and their families. Our Community Impact department features various youth empowerment programs along with Women's Empowerment Programs. Our preschool is dedicated to providing quality early childhood education to all families in the community. Racial justice is a critical focus and drives our partnership with Carlisle Hope Station, a local community organization working the empower the Memorial Park neighborhood. YWCA is involved with community outreach, trainings, rallies, panel events and discussions to address racial and social justice issues playing out in our region.? INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 301 G St, Carlisle PA 17013, United States DESCRIPTION: The Board of Directors is responsible for fiscal oversight of the organization, policy decisions related to all programs and services of the YWCA, promoting the YWCA within the community and upholding the highest ethical standards. Specific responsibilities include review and approval of financial reports, hiring and evaluating the CEO, approval of new services, establishment of organizational polices, fund development, long range planning, and serving as a good will ambassador to the community
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Carol Mckinley's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Elizabeth Carol Mckinley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 25, 2020 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 20 West Main St, Hummelstown, PA 17036RIA
BD
CRD#: 18387
Hummelstown, PA
Current
October 10, 2018 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 20 West Main St, Hummelstown, PA 17036RIA
BD
CRD#: 18387
Hummelstown, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(6/5/2025)
RR
Georgia(6/5/2025)
RR
Maryland(1/3/2019)
RR
Minnesota(1/4/2021)
RR
New Hampshire(5/20/2020)
RR
New Jersey(7/24/2025)
RR
New York(1/5/2022)
RR
Pennsylvania(11/6/2018)
IAR
Pennsylvania(2/25/2020)
RR
Virginia(6/27/2024)
RR
Wisconsin(7/24/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
600 Portland Avenue South, Minneapolis, MN 55415
Phone number
+1 (800) 847-4836
Established
Delaware since 07/29/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
3,846
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THRIVENT FINANCIAL HOLDINGS, INC. | OWNER | |
| BIRR, THOMAS JOHN | VICE PRESIDENT | 4148092 |
| BOUSU, CALEB ANTHONY | DIRECTOR | 7877353 |
| CECERE, NICHOLAS M | DIRECTOR | 1513551 |
| GILCHRIST, TONIA NICOLE JAMES | CHIEF LEGAL OFFICER & SECRETARY | 4777233 |
| GOLIS, ANDREA CORIN | CHIEF COMPLIANCE OFFICER | 1401462 |
| JOHNSON, ARIKA VIKTORIA | DIRECTOR | 5580869 |
| JOHNSTON, PAUL ROBERTS | DIRECTOR | 2065882 |
| KLOSTER, DAVID JACOB | PRESIDENT | 2523240 |
| NORGARD, ANDREW DYLAN | TREASURER | 6868385 |
Regulatory assets under management
| Total Number of Accounts | 48,940 |
| AUM (Assets Under Management) | $ 17,499,525,490 |
Disclosures
| Regulatory Event | 8 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2024 | ||
| 01/25/2024 |
Red Flags
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Company Information
THRIVENT INVESTMENT MANAGEMENT INC.
CRD#: 18387Hummelstown, PA 17036TRUST BUT VERIFY
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