Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristina? Claim Your ProfileKristina Kelm is a financial professional with Thrivent Investment Management Inc. She has been in the industry since 2021. Kristina has a strong background in finance and a commitment to providing clients with personalized financial advice. She is registered as a Registered Representative and Investment Advisor Representative in Minnesota and Texas. Kristina holds Series 63, 66, 7TO and SIE licenses. Her areas of specialization include Financial Planning and Portfolio Management. She has experience working with individuals, businesses, and non-profit organizations.
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
MN
10/09/2024 - Present
Thrivent Investment Management Inc. (Saint Cloud MN)
BOTH
Issued 08/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kristina Kelm is the right advisor for you? Invested Better is here to help.
