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Kevin Collins Warner

Advisor at Thrivent Investment Management — Sun City Center, FL

Updated today

Credentials

Series 66

Experience

3 years

Location

Sun City Center, FL 33573

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,212

Across 1,432 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Kevin Warner is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial since 2023. Outside of his advisory role, Warner serves as supply clergy for the Dioceses of Southwest Florida and is a board member of La Cruz School, a bilingual pre-school forming as a 501(c)(3) organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on comprehensive, goal-based planning with written recommendations across various areas, including retirement and estate planning, and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

See office

Sun City Center, FL

1603 Sun City Center Plaza

Sun City Center FL 33573

Advisors at this office

1

Most active in

Florida

Work history

3 years of industry experience

Thrivent Financial

2023 - Present • 3 years

Appleton, WI

Thrivent Financial

2023 - 2023 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2023 - 2023 • 1 year

Minneapolis, MN

St. John the Divine Episcopal Church

2014 - 2023 • 9 years

Sun City Center, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Duane E

CFA®, Series 65

Riverview, FL

Sunrise Wealth Management, LLC

Duane Eatherly is a financial advisor at Sunrise Wealth Management, LLC in Riverview, FL, holding the CFA® designation and a Series 65 license with 21 years of industry experience. He previously worked at Eagle Asset Management Inc for six years before founding Sunrise Wealth Management in 2011. Sunrise Wealth Management provides discretionary portfolio management and one-time financial planning primarily for individual and high-net-worth clients. The firm employs a research-driven approach combining fundamental, technical, and cyclical analysis, using three proprietary model portfolios to guide investment decisions while exercising discretionary trading authority through an independent custodian.

Active portfolio management Retirement income strategy Concentrated stock management
user avatar

Walter M

Series 63, Series 65

Wimauma, FL

Myers, Walter L

Walter Myers is the sole advisor at Myers, Walter L, an independent registered investment advisory firm based in Wimauma, FL. He holds Series 63 and Series 65 designations and has 15 years of experience in the financial industry. Prior to founding his firm, Myers has been associated with LaSalle St Securities since 2001. Outside of his advisory role, he has worked as a cashier at Walmart. Walter L. Myers provides individualized investment supervisory services and written financial planning to individuals, trusts, and business clients. The firm employs a proprietary, technical-analysis based methodology focusing on value, safety, quality, and risk control in selecting equities, options, and mutual funds, serving a limited number of clients through a personalized approach.

Active portfolio management Options & derivatives strategies
user avatar

Azul G

Series 65

Parrish, FL

Galvez Financial LLC

Azul Galvez is the principal of Galvez Financial LLC, an independent advisory firm based in Parrish, Florida. Holding a Series 65 designation, Galvez has five years of industry experience and has worked at several financial and related firms before founding Galvez Financial. Galvez Financial LLC provides customized financial planning and discretionary portfolio management primarily for individuals, families, trusts, and high-net-worth clients. The firm offers a range of services including comprehensive financial planning, portfolio management, and an options-based income service, tailoring investment strategies to clients’ goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Annuities Options & derivatives strategies
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Christian P

ChFC®, Series 63, Series 65

Riverview, FL

4 Vertical

Christian Pearson is a financial advisor at 4 Vertical with 20 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to his current role, he worked at firms including Treloar & Heisel, Inc., MassMutual, and LPL Financial. He is also CEO of Alafia Consulting LLC, a business development firm for startups. 4 Vertical is an independent, state-registered investment adviser serving individuals and qualified retirement plans. The firm uses a tactical allocation strategy with customized portfolio management and offers pension consulting, participant education, and ERISA 3(21) advisory services on a primarily non-discretionary basis.

Retired Founder/Business Owner
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Manuel W

CFP®, Series 63, Series 65

Riverview, FL

F5 Financial Planning, L.L.C.

Manuel Weinreich is a CFP® professional affiliated with F5 Financial Planning, L.L.C. He has one year of industry experience and has held prior roles at Nivati, Perkins, Jacobs, and Social 27. F5 Financial Planning is a fee-only, NAPFA-approved firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and investment management. The firm employs a fiduciary, long-term investment approach based on fundamental analysis and Modern Portfolio Theory, offering both discretionary and non-discretionary management integrated with cash-flow, tax, estate, and executive-compensation planning.

Executive Founder/Business Owner Mid-Career Professionals
user avatar

Michelle M

Series 65

Apollo Beach, FL

Skyview Pinnacle

Michelle Miller is a financial advisor at Skyview Pinnacle with a Series 65 designation and one year of industry experience. Prior to joining Skyview Pinnacle and Impact Partnership in 2025, she worked at Mango Technologies International, Inc. for eight years. In addition to her advisory role, Miller is a licensed insurance agent authorized to sell life insurance and annuity products. Skyview Pinnacle is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals, trusts, associations, and businesses. The firm employs a multi-faceted investment approach combining technical, quantitative, fundamental, cyclical, and economic analysis to pursue client objectives.

Active portfolio management Factor investing / smart beta
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