Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Cavanaugh is a financial professional with Thrivent Investment Management Inc. Katherine has been in the industry since 2021 and has experience with financial planning and portfolio management for individuals. Katherine has a Series 66, Series 7TO and SIE license. Katherine is registered in Florida, Illinois, Ohio, Washington, and Wisconsin. Katherine is also registered as an Investment Advisor Representative (IAR) in Wisconsin.
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
12/20/2021 - Present
Thrivent Investment Management Inc. (WAUKESHA WI)
BOTH
Issued 12/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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