Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Schwartz is a financial professional with over 16 years of experience in the industry. Kevin is a Registered Representative with Thrivent Investment Management Inc. and has Series 7 and 66 licenses. Kevin is also registered in Minnesota and other states and is active in the investment advisory business. Kevin holds the Chartered Financial Consultant designation and is a member of the finance committee for King of Kings Lutheran Church in Woodbury, Minnesota. Kevin's work is focused on portfolio management for individuals and financial planning.
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
12/04/2013 - Present
Thrivent Investment Management Inc. (OAKDALE MN)
BOTH
Issued 08/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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