Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Mary Lafranzo is an investment advisor representative registered with Thrivent Investment Management Inc. Kristen has been in the industry since June 22, 2015. Kristen has obtained Series 66, Series 7, and SIE licenses and is registered in Arizona, Illinois, Tennessee, and Wisconsin. Kristen specializes in providing 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.
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2
WI
09/30/2015 - Present
Thrivent Investment Management Inc. (Burlington WI)
BOTH
Issued 09/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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