Unclaimed
Kyle Olson is a financial advisor at Thrivent Investment Management Inc. Kyle has been in the industry since 2017. He holds the Series 6, 7TO, and SIE licenses. Kyle is also registered as an investment advisor representative in Kansas, Illinois, Indiana, Iowa, Kentucky, Missouri, Nebraska, and North Carolina. Kyle has experience working with individuals, businesses, and churches. Kyle is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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
KS
08/26/2020 - Present
Thrivent Investment Management Inc. (Hiawatha KS)
IA
Issued 06/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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