Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karrie? Claim Your ProfileKarrie Marie Whiteman is a financial professional who has been in the industry since June 2016. Karrie is a registered representative with Thrivent Investment Management Inc. Karrie holds the Series 6, SIE and Series 63 licenses. Karrie is located in Appleton, Wisconsin. Karrie's primary focus is providing financial advice and portfolio management for individuals and businesses.
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
06/16/2016 - Present
Thrivent Investment Management Inc. (APPLETON WI)
BC
Issued 07/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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