Kelly
Holloway

Thrivent Advisor Network, LLC

CRD#7214700
Investment Advisor
in Minneapolis, MN

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About this Advisor

Kelly Holloway is a chartered financial consultant operating in Minneapolis, Minnesota with a total of 3 years of industry experience. Holloway is an advisor for Thrivent Advisor Network, LLC. During their career, the advisor has held roles at Weight Watchers International and Thrivent Advisor Network, LLC. Holloway has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Illinois. Thrivent Advisor Network, LLC is an advisory business operating out of Minneapolis, MN. The investment advisory business has offices in 34 locations and a total of 134 people on staff. It oversees $5 billion in total assets across its 26,501 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 17 charities and foundations. Of its 26,501 accounts, just 11% belong to high-net-worth individuals who have more than $1 million in assets. The business has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually vary depending on the type of services offered. Fee types charged by Thrivent Advisor Network, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 Portland Avenue South
Minneapolis, MN 55415

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Thrivent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$5,058,431,013

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

134

MN Average: 157
Total Number of Accounts

26,501

MN Average: 8,262
Average Account Size

$190,877

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kelly Holloway Work History

Kelly has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Thrivent Advisor Network, LLC

2006 - 2020 (14 years)

Weight Watchers International

*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 Kelly Holloway 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 Advisor Network, LLC

Bryant Hayes
Minneapolis, MN
Gretchen Duda
Camp Hill, PA
Jonathan Lofquist
Minneapolis, MN
Kaitlyn Hedger
Minneapolis, MN
Eric Schneider
Denver, CO
Nicholas Freas
Denver, CO
Matthew Stockman
Minneapolis, MN
Lori Sherman
Minneapolis, MN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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