Lisa
Kilmer

Thrivent Investment Management Inc

CRD#5259343
Investment Advisor
in Ames, IA
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About this Advisor

Lisa Kilmer is a financial advisor who works in Ames, Iowa, with a total of 25 years of professional experience. Kilmer is currently employed by Thrivent Investment Management Inc. Throughout their career, Kilmer has worked at Rod Place - Thrivent Financial, Thrivent Investment Management Inc, H&R Block, Thrivent Financial, Bank Of The West and Bancwest Investment Services. Kilmer has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Iowa. Thrivent Investment Management Inc is a firm headquartered in Ames, Iowa. The company has offices in 1,130 locations and a total of 3,731 financial advisors. It has $11 billion in assets among its 40,463 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 298 charitable organizations. Of its 40,463 accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in investable assets. Thrivent Investment Management Inc provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually depend on which service is provided. However, fees charged by Thrivent Investment Management Inc may include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

2705 Northridge Pkwy
Ames, IA 50010

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$11,429,462,443

IA Average: $5,289,111,388
Total Number of Employees

3,614

IA Average: 157
Total Number of Accounts

45,987

IA Average: 8,262
Average Account Size

$248,537

IA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Lisa Kilmer Work History

Lisa has 25 years of experience.

2017 - Present (2 years)

Rod Place - Thrivent Financial

2017 - Present (2 years)

Thrivent Investment Management Inc

2014 - 2017 (3 years)

Bank Of The West

2014 - 2017 (3 years)

Bancwest Investment Services

2007 - 2014 (7 years)

Thrivent Financial

2006 - 2014 (8 years)

Thrivent Investment Management Inc

1993 - 2009 (16 years)

H&R Block

Disclosures

Lisa Kilmer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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