Unclaimed
Katrina Bass is a financial advisor registered with Thrivent Investment Management Inc. Katrina has over 15 years of experience in the financial services industry. Katrina is licensed to provide financial advice in Missouri.
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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2
MN
06/12/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
03/27/2019 - 09/26/2022
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MO
05/12/2016 - 03/27/2019
AMERIPRISE FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
MO
02/22/2008 - 07/07/2014
AMERIPRISE FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
BOTH
Issued 05/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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