Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Lepage Witte is a financial advisor at Thrivent Investment Management Inc. Kathleen has been working in the financial services industry since 2004. She is registered with the state of Minnesota. Kathleen's areas of expertise include financial planning and portfolio management for individuals. Her previous experience includes roles at Northwestern Mutual Investment Services, LLC and Park Avenue Securities LLC.
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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MN
05/08/2020 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
01/22/2014 - 03/13/2020
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
11/08/2013 - 12/11/2013
PARK AVENUE SECURITIES LLC (MINNEAPOLIS MN)
MN
06/10/2004 - 02/22/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDINA MN)
BC
Issued 05/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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