Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellan? Claim Your ProfileKellan Caldwell is a registered representative with Thrivent Investment Management Inc. with over 15 years of experience in the financial services industry. Kellan Caldwell is licensed to offer securities and investment advisory services in multiple states including Alabama, California, Colorado, Connecticut, Florida, Georgia, Indiana, Kansas, Maryland, Missouri, New York, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington. Kellan Caldwell specializes in providing financial planning and portfolio management for individuals and businesses.
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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TX
09/19/2014 - Present
Thrivent Investment Management Inc. (HOUSTON TX)
BC
Issued 09/18/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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