Unclaimed
Kelly Marie Holloway is a financial advisor registered with Thrivent Advisor Network, LLC. Kelly has been in the financial services industry since 2006. Kelly is a Certified Financial Planner and a Chartered Financial Consultant. Kelly's professional experience includes working as a financial advisor and an insurance sales representative. Kelly is registered with the state of Illinois as an Investment Advisor Representative. Kelly specializes in retirement planning, college savings, investment management, and estate planning. Kelly is committed to helping clients achieve 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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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MN
06/29/2020 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
IA
Issued 06/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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