Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Kahlenberg is a financial advisor with Thrivent Investment Management Inc. Donna has been working in the financial services industry since 2010. Donna holds a Series 6, Series 63, and SIE license. Donna is registered to sell securities in Wisconsin and Tennessee. Donna is a financial advisor with a focus on financial planning and portfolio management for individuals.
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
WI
10/09/2015 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
11/20/2012 - 12/17/2013
WOODBURY FINANCIAL SERVICES, INC. (APPLETON WI)
WI
01/13/2010 - 12/15/2010
CHASE INVESTMENT SERVICES CORP. (NEENAH WI)
BC
Issued 01/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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