Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsi? Claim Your ProfileKelsi Haugen is a registered representative with Thrivent Investment Management Inc. Kelsi is a financial advisor with over 10 years of experience. Kelsi specializes in financial planning and portfolio management for both individuals and businesses. Kelsi's current registrations are in Montana and Texas.
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.
1
2
MT
06/28/2023 - Present
Thrivent Investment Management Inc. (Whitefish MT)
BOTH
Issued 01/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kelsi Haugen is the right advisor for you? Invested Better is here to help.
