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Kelly Ann Kleiber

Thrivent Investment Management Inc.

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About Kelly Ann Kleiber

Kelly Ann Kleiber is a financial advisor with Thrivent Investment Management Inc. Kelly Ann has been in the financial industry since May 1995 and is licensed in Wisconsin. Kelly Ann holds the Series 7, Series 63 and Series 65 licenses. Kelly Ann has previous experience with Principal Securities, Inc., First Union Securities, Inc., Dain Rauscher Incorporated, First Midwest Securities, Inc., and Dain Bosworth Incorporated.

Firm Information

Kelly Kleiber 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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Kelly Kleiber’s Registration & Firm History

WI

10/18/2021 - Present

Thrivent Investment Management Inc. (SHEBOYGAN WI)

WI

12/22/2000 - 09/04/2020

PRINCIPAL SECURITIES, INC. (Adell WI)

MO

03/24/1999 - 12/21/2000

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NY

03/25/1998 - 09/16/1998

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

IL

08/06/1996 - 01/27/1998

FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)

NA

08/11/1994 - 07/03/1996

DAIN BOSWORTH INCORPORATED

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Licenses & Designations

IA

Issued 10/16/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Ann Kleiber.
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