Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Klotz is a financial advisor registered with Thrivent Investment Management Inc. Emily has been in the financial services industry since February 2022. Emily is registered to offer securities in Georgia, Indiana, Kentucky, Louisiana, Michigan, Minnesota, North Dakota, Ohio, and Wisconsin. Emily holds the Series 7TO and SIE securities licenses as well as the Series 66 uniform combined state law examination. Emily's firm, Thrivent Investment Management Inc., is headquartered in Minneapolis, Minnesota. The firm has approximately 56,805 clients and manages over $14 billion in assets.
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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WI
03/14/2022 - Present
Thrivent Investment Management Inc. (Cedarburg WI)
BOTH
Issued 03/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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