Unclaimed
Katie Renae Grager is a financial advisor with Thrivent Investment Management Inc., a firm that manages over $14.8 billion in assets. Katie Renae Grager has been in the financial industry for over 10 years. Katie Renae Grager specializes in financial planning and portfolio management. Katie Renae Grager has worked for Thrivent Investment Management Inc. since September 2013. Katie Renae Grager is registered with FINRA, the North Dakota Department of Securities and the Colorado Department of Securities.
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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ND
06/24/2019 - Present
Thrivent Investment Management Inc. (JAMESTOWN ND)
IA
Issued 06/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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