Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Banner is a financial advisor with Thrivent Investment Management Inc. in Kenosha, Wisconsin. Kelly has been in the financial industry since 2008 and holds several licenses and certifications, including the Series 66, Series 6TO, SIE, and Series 7. Kelly is registered to provide investment advice in Florida, Illinois, Minnesota, North Dakota, Ohio, Tennessee, and Wisconsin. Kelly also owns and manages two businesses: JTB Real Estate LLC and CIG City LLC.
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
WI
07/10/2019 - Present
Thrivent Investment Management Inc. (KENOSHA WI)
BOTH
Issued 02/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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