Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Berthiaume is a financial professional with over 7 years of experience in the industry. Kevin has been registered with Thrivent Investment Management Inc. since 10/1/2019, previously working with U.S. BANCORP INVESTMENTS, INC. and WADDELL & REED, INC. Kevin holds the Series 63, SIE, and Series 7 licenses. Kevin specializes in providing financial advice to individuals and churches.
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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MN
10/01/2019 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
04/16/2013 - 06/07/2019
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
02/24/2011 - 04/05/2012
WADDELL & REED, INC. (ARDEN HILLS MN)
BC
Issued 08/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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