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Erik Dean Kos

Thrivent Investment Management Inc.

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About Erik Dean Kos

Erik Kos is a financial advisor with over 23 years of experience in the industry. Erik has held previous positions at Ameriprise Financial Services, Inc. and American Enterprise Investment Services Inc.. Erik is currently registered with Thrivent Investment Management Inc. and holds the following licenses: Series 4, Series 7, Series 24, Series 63 and SIE. Erik is registered to provide investment advisory services in 50 states and the District of Columbia.

Firm Information

Erik Kos 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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Erik Kos’s Registration & Firm History

MN

04/04/2018 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

MN

02/13/2008 - 11/30/2015

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

10/01/1999 - 02/13/2008

AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 01/16/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/2007

Series 4 - Registered Options Principal Examination

BC

Issued 01/04/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik Dean Kos.
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