Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Mckenzie Kasten is a financial professional with over five years of experience in the financial services industry. Kayla is registered with Thrivent Investment Management Inc. and holds Series 6 and Series 63 licenses as well as the SIE exam. Kayla is located in Appleton, WI, and is currently working with clients as a financial advisor. Kayla has previously worked at Thrivent Distributors, LLC.
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
11/05/2020 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
02/15/2016 - 04/26/2019
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
11/12/2015 - 02/25/2016
THRIVENT DISTRIBUTORS, LLC (Appleton WI)
WI
11/25/2013 - 12/24/2015
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BC
Issued 10/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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