Unclaimed
Kimberly Smith is a financial advisor who has been in the industry since 2022. Kimberly is registered to provide investment advice in Arizona, Florida, Illinois, Indiana and Wisconsin. Kimberly is employed by Thrivent Investment Management Inc. Kimberly specializes in financial planning and portfolio management for individuals.
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
IL
03/31/2022 - Present
Thrivent Investment Management Inc. (DOWNERS GROVE IL)
BOTH
Issued 03/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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