Kristi
Grimm
Thrivent Investment Management Inc
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About this Advisor
Kristi Grimm is a financial advisor based in Carmel, Indiana who has 8 years of relevant experience. Grimm is currently employed by Thrivent Investment Management Inc. Their career trajectory has included roles at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Mml Investors Services Inc, Massmutual Life Insurance Company and Thrivent Financial. Grimm holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Indiana, Oklahoma, South Carolina, Texas and Virginia. Thrivent Investment Management Inc is a financial advisory firm based out of Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 people on staff. It administers $13 billion in total assets across its 40,990 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 40,990 client accounts, just 13% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually depend on the type of services. However, fees billed by Thrivent Investment Management Inc most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrivent Investment Management Inc Brokerage Details
$12,490,022,666
3,548
40,990
$304,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kristi Grimm Work History
Kristi has been registered as a financial advisor for 8 years.*
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial For Lutherans
Mml Investors Services Inc
Massmutual Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kristi Grimm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thrivent Investment Management Inc
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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