Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Wojahn is a financial advisor who is registered with Thrivent Investment Management Inc., a company that is based in Minneapolis, Minnesota. Katelyn has been in the industry for over 2 years and has experience working with both individuals and churches. Katelyn is a Series 6TO and SIE licensed advisor and offers financial planning and portfolio management 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.
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
WI
03/19/2021 - Present
Thrivent Investment Management Inc. (APPLETON WI)
BC
Issued 03/19/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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