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Kay Ann Anderson

Thrivent Investment Management Inc.

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About Kay Ann Anderson

Kay Ann Anderson has been in the financial services industry since 1993 and is currently registered with Thrivent Investment Management Inc. in IOLA, WI. Kay has a broad range of experience and holds licenses in both securities and investment advisory services. Kay works with a variety of clients, including individuals, families, and businesses. Kay is dedicated to providing her clients with personalized financial advice and guidance. Prior to working with Thrivent Investment Management, Kay worked with UVEST FINANCIAL SERVICES GROUP, INC., LINSCO/PRIVATE LEDGER CORP. and GNA SECURITIES, INC.

Firm Information

Kay Anderson 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.

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financial planning services

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

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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.

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fixed fees

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

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percentage of assets

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

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Kay Anderson’s Registration & Firm History

WI

08/28/2018 - Present

Thrivent Investment Management Inc. (IOLA WI)

WI

12/19/2008 - 03/16/2010

UVEST FINANCIAL SERVICES GROUP, INC. (WAUPACA WI)

SC

06/27/1997 - 09/09/1998

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

VA

03/12/1993 - 07/11/1997

GNA SECURITIES, INC. (GLEN ALLEN VA)

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Licenses & Designations

IA

Issued 08/27/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2008

Series 7 - General Securities Representative Examination

BC

Issued 03/09/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kay Ann Anderson.
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