Katherine
Kohler

Thrivent Investment Management Inc

CRD#5201458
Investment Advisor
in Germantown, MD

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About this Advisor

Katherine Kohler is a financial advisor based in Germantown, Maryland, working with Thrivent Investment Management Inc. Katherine has previously held positions at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Katherine has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia and Maryland. Currently, Katherine is part of Thrivent Investment Management Inc, which operates out of Germantown, Maryland. The firm has 1,111 offices and 3,596 employees. The firm manages assets totaling $14.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Thrivent Investment Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

12850 Middlebrook Rd
Germantown, MD 20874

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

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

3,596

MD Average: 157
Total Number of Accounts

42,439

MD Average: 8,262
Average Account Size

$349,060

MD Average: $640,173

Investment Advisory Services

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

Katherine Kohler Work History

2006 - Present (18 years)

Thrivent Investment Management Inc

2006 - Present (18 years)

Thrivent Financial For Lutherans

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Katherine Kohler 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

Toniette Flint
Watertown, WI
Kevin White
Blue Springs, MO
Grant Mengel
Schenectady, NY
Benjamin Tamms
Waukesha, WI
Rachel French
Astoria, OR
Justin Keeler
Federal Way, WA
Simon Blattstein
Schenectady, NY
James Dugan
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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