Unclaimed
Kristi Michelle Grimm is a financial advisor who has been in the industry since April 2006. Currently, Kristi is registered with Thrivent Investment Management Inc. and is licensed to conduct business in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, Missouri, Nebraska, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia and Wisconsin. Kristi specializes in helping individuals and families with their financial planning needs.
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
IN
12/26/2019 - Present
Thrivent Investment Management Inc. (Carmel IN)
IN
09/05/2007 - 04/22/2015
MML INVESTORS SERVICES, LLC (INDIANAPOLIS IN)
IN
03/08/2006 - 08/17/2007
THRIVENT INVESTMENT MANAGEMENT INC. (WESTFIELD IN)
BOTH
Issued 04/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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