Unclaimed
Kathleen Ann Bramlett is a financial advisor at Thrivent Investment Management Inc. Kathleen has been in the industry since 1990 and has experience working for multiple firms. Kathleen is licensed in multiple states, including Texas, Wisconsin, and Florida. She holds licenses for both securities and investment advisory services and is a member of the SIE, Series 6, Series 7, and Series 63. She also holds a Series 65 license. Kathleen has specialized in providing financial services to individuals, churches, and non-profit organizations.
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.
1
2
WI
05/18/2020 - Present
Thrivent Investment Management Inc. (DODGEVILLE WI)
MN
09/07/1990 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
MA
07/03/1990 - 09/21/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/03/1990 - 09/21/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kathleen Bramlett is the right advisor for you? Invested Better is here to help.