Unclaimed
Kyle Kenneth Bartelt is a financial advisor who is registered with Thrivent Investment Management Inc. Kyle Bartelt is currently registered with FINRA and is actively registered in Wisconsin. Kyle Bartelt has been in the financial industry since August 2023. Kyle Bartelt is located at 4321 N BALLARD RD, APPLETON, WI 54919-0001. Kyle Bartelt holds the following FINRA securities licenses: Series 6TO, and SIE. Kyle Bartelt offers financial planning and portfolio management services for individuals. Thrivent Investment Management Inc.'s main office is located at 600 PORTLAND AVENUE SOUTH, MINNEAPOLIS, MN 55415. The firm has approximately $14,813,761,600 in assets under management.
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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WI
08/21/2023 - Present
Thrivent Investment Management Inc. (APPLETON WI)
BC
Issued 08/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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