Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey John Kohls is a registered Investment Advisor Representative with Thrivent Investment Management Inc. Jeffrey has been in the industry since June 1996 and holds a Series 6, 7, 63, 65 and SIE licenses. Jeffrey has been with Thrivent since July 2002. He is licensed in 8 states: Arkansas, Florida, Kansas, Michigan, Missouri, Nebraska, and Virginia.
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
MO
04/21/2006 - Present
Thrivent Investment Management Inc. (Holister MO)
TX
04/01/1996 - 12/31/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 04/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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