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Peter Joseph Kapler

Thrivent Investment Management Inc.

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About Peter Joseph Kapler

Peter Joseph Kapler is an Investment Advisor Representative at Thrivent Investment Management Inc., with over 15 years of experience in the financial industry. Peter has a wide range of experience in various investment areas. Peter has earned the Series 7, Series 24, Series 63, and Series 65 licenses. Peter is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advice in multiple states including Texas and Wisconsin. Peter is a highly regarded advisor with a strong commitment to client service.

Firm Information

Peter Kapler is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Kapler’s Registration & Firm History

WI

05/18/2015 - Present

Thrivent Investment Management Inc. (WEST BEND WI)

WI

07/08/2008 - 08/04/2014

WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

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Licenses & Designations

IA

Issued 05/15/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Joseph Kapler.
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