LPL Financial
3yrs
3 years in the industry
4yrs
James Palmer
Full name on record: James Robert Palmer
Financial advisor at Thrivent Investment Management
Based in Dixon, Kentucky, James Palmer is a fiduciary financial advisor with 4 years of industry experience. James has been with Thrivent Investment Management since 2022. Thrivent Investment Management offers financial planning and investment management and is paid through a percentage of assets and flat fees.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeDixon, KY
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$162,801
Advisors at the firm3,159
States licensed ?1 state
Services through Thrivent Investment Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowThrivent Investment Management Inc.Current firm
Contact James
Dixon, KYOffice · Get directions Firm main line(800) 847-4836Headquarters: Thrivent Investment Management · Minneapolis, MN Instagram pageThrivent Investment ManagementIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Thrivent Investment Management at (800) 847-4836 and ask for James Palmer. James works from the Dixon, KY office.
How long has James been a financial advisor?
James has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Thrivent Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.