Invested Better
Unclaimed

Unclaimed

Unclaimed

Kathryn Louise Smith

Thrivent Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kathryn? Claim Your Profile

About Kathryn Louise Smith

Kathryn Louise Smith is a registered representative of Thrivent Investment Management Inc. Kathryn has been in the securities industry since 2009. Kathryn specializes in retirement planning and wealth management. Kathryn is registered with the state of Ohio and Michigan. Kathryn is affiliated with Thrivent Investment Management Inc., which has offices in Malvern, OH, and Minneapolis, MN.

Firm Information

Kathryn Smith is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kathryn Smith’s Registration & Firm History

OH

04/09/2009 - Present

Thrivent Investment Management Inc. (MALVERN OH)

Not sure if Kathryn Louise Smith is right for you?

Licenses & Designations

BOTH

Issued 04/07/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathryn Louise Smith.
Not sure if Kathryn Louise Smith is right for you?