Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Rasmussen is a financial professional with Thrivent Investment Management Inc. Katie has been in the industry since November 2018. Katie is registered with FINRA and holds the Series 6 and SIE licenses. Katie is also registered in the state of Wisconsin. Katie specializes in financial planning and portfolio management for individuals.
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
11/02/2018 - Present
Thrivent Investment Management Inc. (APPLETON WI)
BC
Issued 11/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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