Unclaimed
Kris Gobeli is a financial professional with over a decade of experience in the financial services industry. Kris is a Certified Financial Planner™ professional and is registered with Thrivent Investment Management Inc. in Iowa. Kris specializes in providing financial planning and portfolio management services for individuals and families. Kris is committed to helping clients achieve their financial goals and live a secure and prosperous life.
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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IA
10/09/2024 - Present
Thrivent Investment Management Inc. (Monticello IA)
Active
Inactive
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