Unclaimed
Kyle Robert Grigg is a financial advisor who has been in the industry since August 12, 2021. Kyle is currently registered with Thrivent Investment Management Inc. in Michigan. Kyle is licensed to provide investment advice and securities related services to individuals and businesses. Kyle has passed the Series 63, Series 65, and Series 6TO exams, as well as the SIE exam.
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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MI
02/08/2023 - Present
Thrivent Investment Management Inc. (BAY CITY MI)
IA
Issued 08/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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