Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Hartjes is a financial advisor who has been in the industry since 2013. Kari has been registered with Thrivent Investment Management Inc. since 2018. Previously, Kari was registered with Edward Jones from 2017 to 2017. Kari specializes in financial planning and portfolio management for individuals. Kari has a Series 66, Series 7 and SIE license.
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
06/02/2022 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
01/02/2018 - 07/17/2020
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
01/23/2017 - 08/17/2017
EDWARD JONES (MARINETTE WI)
BOTH
Issued 02/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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