Unclaimed
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.
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.
1
2
CO
06/09/2021 - Present
Thrivent Investment Management Inc. (LOVELAND CO)
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
Active
Inactive
F
FINRA
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