Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louise? Claim Your ProfileLouise Kasten is a financial advisor at Thrivent Investment Management Inc. based in APPLETON, WI. Louise has been in the financial services industry since 2016 and holds Series 7 and SIE licenses. Louise has experience working with both individuals and corporations. Louise's current firm focuses on providing financial planning and portfolio management services. Previously, Louise was employed at CAMBRIDGE INVESTMENT RESEARCH, INC. and SII INVESTMENTS, INC..
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
WI
09/21/2022 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
04/25/2022 - 08/11/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Appleton WI)
WI
07/26/2018 - 04/26/2022
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
04/04/2016 - 10/13/2017
SII INVESTMENTS, INC. (APPLETON WI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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