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Brandi Lee Kroese

Thrivent Investment Management Inc.

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About Brandi Lee Kroese

Brandi Kroese is an investment advisor representative at Thrivent Investment Management Inc. Brandi has been in the financial services industry for 14 years. Brandi is registered with the state of Colorado. Brandi has passed the Series 66, Series 7TO and SIE exams. Brandi has a strong background in consulting and financial services. Brandi has experience working with individuals, churches, and non-profit sharing retirement accounts. Brandi is dedicated to helping her clients reach their financial goals.

Firm Information

Brandi Kroese is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandi Kroese’s Registration & Firm History

CO

06/09/2021 - Present

Thrivent Investment Management Inc. (LOVELAND CO)

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Licenses & Designations

BOTH

Issued 06/08/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/03/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandi Lee Kroese.
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