Unclaimed
Sara Kruger is a financial advisor with Thrivent Investment Management Inc. Sara is a registered representative with FINRA and has been in the industry since February 2023. She holds the Series 7, Series 6 and Series 24 licenses. Sara is dedicated to providing her clients with personalized financial planning and investment management services. She works with individuals, families, and businesses to help them achieve their financial goals. Sara's areas of expertise include retirement planning, college savings, and estate planning.
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
02/10/2023 - Present
Thrivent Investment Management Inc. (APPLETON WI)
BC
Issued 04/23/2024
Series 24 - General Securities Principal Examination
BC
Issued 08/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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