Unclaimed
John Kelly is a financial advisor registered in Minnesota with Thrivent Advisor Network, LLC. John has been in the industry since 2020 and holds a Series 63, Series 65, Series 7TO, and SIE license. John Kelly is a financial planner and provides financial planning services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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
MN
05/10/2022 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
MN
06/10/2020 - 06/03/2022
THRIVENT INVESTMENT MANAGEMENT INC. (GOLDEN VALLEY MN)
IA
Issued 10/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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