Unclaimed
Kevin Wendt is a financial advisor in Minneapolis, Minnesota. Kevin has been in the financial services industry since August 2014. Kevin is currently registered with Thrivent Investment Management Inc. Kevin has passed the Series 66, Series 7, and SIE exams. Kevin has been with Thrivent Investment Management Inc since June 2017. Kevin was previously registered with CAMBRIDGE INVESTMENT RESEARCH, INC..
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
MN
06/12/2017 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
OR
08/20/2014 - 06/09/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (PORTLAND OR)
BOTH
Issued 02/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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