Unclaimed
Keith Vernon Grupe is a financial advisor who has been in the industry since 2002. Keith is registered with Thrivent Investment Management Inc. and has a Series 7 and Series 66. Keith is licensed to provide investment advice in Wisconsin and Minnesota. Keith also holds an SIE license.
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
WI
07/11/2002 - Present
Thrivent Investment Management Inc. (CLEVELAND WI)
BOTH
Issued 07/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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