Waverly Advisors
47yrs
Top advisor by experience in Birmingham
New
David Mathews
Financial advisor at Thrivent Investment Management
David Mathews is a fiduciary financial advisor in Birmingham, Alabama, registered since Jul 2026. David joined Thrivent Investment Management in 2026, a firm offering financial planning and investment management. Thrivent Investment Management reports being paid through a percentage of assets and flat fees.
One of 1247 advisors with offices in Birmingham, and one of 1090 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office3100 Lorna Rd, Birmingham, AL 35216
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
- Jul 2026 – nowThrivent Investment Management Inc.Current firm
Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Thrivent Investment Management at (800) 847-4836 and ask for David Mathews. David works from the Birmingham, AL office.
How long has David been a financial advisor?
David is new to the profession, registered since Jul 2026, and holds 1 license.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Thrivent Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David 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.
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