Unclaimed
Kristina Lynn Peach is a financial advisor who has been in the industry since May 2013. Kristina is registered with Thrivent Investment Management Inc. and has an active license in Colorado. She is also registered as an Investment Advisor Representative (IAR) in Colorado. Kristina has passed the Series 66, Series 7, and SIE exams. Her specializations include Retirement Planning and College Savings.
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
CO
08/09/2013 - Present
Thrivent Investment Management Inc. (LOVELAND CO)
BOTH
Issued 08/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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