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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Vanhevel is an investment advisor representative, a registered representative, and a financial planner. Catherine has been in the financial industry since 2000 and has experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. She is currently registered with Thrivent Advisor Network, LLC and previously worked at PURSHE KAPLAN STERLING INVESTMENTS and THRIVENT INVESTMENT MANAGEMENT INC. Catherine offers financial planning, selection of other advisors, portfolio management for individuals, educational seminars, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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
MN
08/19/2022 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
MI
06/04/2020 - 09/03/2024
PURSHE KAPLAN STERLING INVESTMENTS (Ann Arbor MI)
MI
12/10/2003 - 06/03/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Ann Arbor MI)
NY
06/15/2000 - 11/26/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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