Unclaimed
Kristin Leigh Schumacher is an investment advisor representative with Thrivent Investment Management Inc. Kristin has been in the financial industry since 1998. Kristin specializes in providing financial planning and portfolio management services to individuals. Kristin is registered with FINRA and the state of Wisconsin.
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
01/02/2001 - Present
Thrivent Investment Management Inc. (Appleton WI)
IA
Issued 06/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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