Unclaimed
Kelly Dale Longden is a financial advisor at Thrivent Investment Management Inc. Kelly has been in the industry for over 1 year and is registered to provide financial advice in 6 states: Iowa, Minnesota, Nebraska, North Dakota, South Dakota and Wisconsin. Kelly's areas of specialization include financial planning and portfolio management for individuals.
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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ND
01/26/2024 - Present
Thrivent Investment Management Inc. (JAMESTOWN ND)
BC
Issued 02/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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