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Kimberly Leander Turner

Investment Adviser Representative at Thrivent Investment Management Inc.

Rockledge, FLCRD #5657265Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kimberly Leander Turner is an investment adviser representative with Thrivent Investment Management Inc. in Rockledge, FL, where they have been registered since 2025. They have worked in the securities industry since 2011 and have been registered with 7 firms, including Retirement Planning Doctors and Cambridge Investment Research Advisors, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Texas
Broker:
9 states and territories

Alabama, California, Florida, Georgia, New Jersey, North Carolina, Ohio, South Carolina, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/6/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 6/28/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 9/17/2009
Series 7
General Securities Representative Examination
Passed 6/11/2009
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/13/2009

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Thrivent Investment Management Inc.Current
8/8/2025 – Rockledge, FL
Retirement Planning Doctors
1/5/2021 – 7/30/2025Tampa, FL
Cambridge Investment Research Advisors, Inc.
1/30/2020 – 9/9/2020Tampa, FL
Allstate Financial Advisors, LLC
11/1/2017 – 5/2/2019Largo, FL
PNC Investments
11/10/2014 – 11/4/2016Sebastian, FL
Metlife Securities Inc.
4/23/2012 – 8/20/2014Melbourne, FL
Morgan Stanley Smith Barney LLC
9/8/2009 – 9/2/2011Melbourne, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. PNC BANK
    Aug 2014 – Nov 2016Sebastian, FL
  2. PNC Investments
    Aug 2014 – Nov 2016Sebastian, FL
  3. Allstate Insurance Company
    Sep 2017 – May 2019Largo, FL
  4. Unemployed
    Nov 2016 – Sep 2017Merritt Island, FL
  5. Wealth Designers LLC dba The Private Wealth Management Group
    Apr 2013 – Aug 2020Merritt Island, FL
  6. Prosperity Doctors LLC dba The Private Wealth Management Group
    Aug 2020 – Jul 2025Merritt Island, FL
  7. Cambridge Investment Research, Inc.
    Nov 2019 – Sep 2020Fairfield, IA
  8. Cambridge Investment Research Advisors, Inc.
    Nov 2019 – Sep 2020Fairfield, IA
  9. Prosperity Doctors LLC dba The Insurance Store of Florida
    May 2020 – Jul 2025Merritt Island, FL
  10. Prosperity Doctors LLC dba The Retirement Planning Doctors
    Apr 2020 – Jul 2025Merritt Island, FL
  11. California Lutheran University
    Mar 2019 – Nov 2025Thousand Oaks, CA
  12. The Federal Savings Bank
    Jun 2020 – Jun 2021Chicago, IL
  13. National Financial Group
    Sep 2019 – Sep 2020Atlanta, GA
  14. Prosperity Doctors LLC
    Aug 2017 – Jul 2025Merritt Island, FL
  15. Great Point Capital, LLC
    Aug 2021 – Feb 2023Chicago, IL
  16. One Sotheby's International Realty
    Jul 2022 – Jul 2025Melbourne, FL
  17. Thrivent Investment Management Inc
    Aug 2025 – no end date reportedMinneapolis, MN
  18. Thrivent Financial
    Aug 2025 – no end date reportedAppleton, WI
  19. The American College of Financial Services
    Feb 2020 – Jul 2025King of Prussia, PA
  20. The American College of Financial Services
    Dec 2015 – Sep 2019King of Prussia, PA

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Thrivent Investment Management Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3,163
Offices listed on AdvisorFinder:
26
Main office:
Minneapolis, MN
SEC file number:
801-29618

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kimberly Leander Turner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kimberly Leander Turner (Thrivent Investment Management)