Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly L Jorgensen is a financial advisor with over 11 years of experience in the industry. Kelly is currently registered with Thrivent Investment Management Inc., and previously worked with NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Kelly's expertise includes Investment Company Products/Variable Contracts and specializes in financial planning and portfolio management for individuals. Kelly's focus is on providing personalized financial guidance and investment strategies to help clients reach their financial goals.
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
MN
03/15/2022 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
06/21/2011 - 03/18/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 07/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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