Unclaimed
Kyler Krieg is a financial advisor at Thrivent Investment Management Inc. Kyler has been in the industry since 2018, and has experience at several firms including J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Ameriprise Financial Services, Inc. Kyler is registered with FINRA and the states of Illinois, Michigan, Texas and Utah. Kyler specializes in financial planning and portfolio management for individuals.
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
IL
05/06/2024 - Present
Thrivent Investment Management Inc. (Chicago IL)
IL
08/30/2023 - 04/25/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
IL
10/04/2021 - 04/19/2023
J.P. MORGAN SECURITIES LLC (Chicago IL)
MI
11/13/2018 - 09/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TROY MI)
MI
10/26/2017 - 11/24/2017
AMERIPRISE FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
CA
04/05/2016 - 11/29/2016
TD AMERITRADE, INC. (E. PALO ALTO CA)
MI
12/18/2015 - 01/26/2016
J.P. MORGAN SECURITIES LLC (EAST GRAND RAPIDS MI)
BOTH
Issued 04/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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