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Dale Kersten

Thrivent Investment Management Inc.

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About Dale Kersten

Dale Kersten is a financial advisor with Thrivent Investment Management Inc. who has been in the industry since 2021. Dale has a Series 66 license and is registered in several states, including Minnesota, Texas, Arizona, Florida, Illinois, Iowa, Michigan, North Carolina, North Dakota, South Dakota, Wisconsin. Dale is also a registered Investment Advisor Representative in Minnesota and Texas. Dale specializes in providing financial planning and portfolio management services for individuals, churches and non-profit sharing retirement accounts, corporations, and other businesses. Dale has experience working with clients of all ages and income levels. Dale is committed to providing personalized financial advice that helps clients achieve their financial goals.

Firm Information

Dale Kersten 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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Dale Kersten’s Registration & Firm History

MN

02/17/2023 - Present

Thrivent Investment Management Inc. (Burnsville MN)

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Licenses & Designations

BOTH

Issued 12/29/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/09/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dale Kersten.
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