Unclaimed
Adam Klohr is a financial professional with over 22 years of experience in the industry. Adam is currently registered with Thrivent Investment Management Inc. and has been with them since July 2002. Adam is licensed to provide financial advice in Florida and is also registered as an Investment Advisor Representative (IAR) in Texas and Florida. Adam has a broad range of experience, specializing in investment management for individuals and financial planning. Adam's previous employment includes a role with Lutheran Brotherhood Securities Corp. from December 2000 to July 2002 in Minnesota. Adam holds several licenses and designations, including Series 7, 66, 6TO and SIE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
06/28/2018 - Present
Thrivent Investment Management Inc. (Jacksonville FL)
MN
12/14/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 05/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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