Kathleen
North

Thrivent Investment Management Inc

CRD#5437290
Investment Advisor
in Gig Harbor, WA

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About this Advisor

Kathleen North is a financial advisor based in Gig Harbor, Washington, working with Thrivent Investment Management Inc. Kathleen has previously held positions at Thrivent Investment Management Inc and Bob Harkson. Kathleen has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Kathleen is part of Thrivent Investment Management Inc, which operates out of Gig Harbor, Washington. 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

5790 Soundview Dr
Gig Harbor, WA 98335

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

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

3,596

WA Average: 157
Total Number of Accounts

42,439

WA Average: 8,262
Average Account Size

$349,060

WA Average: $640,173

Investment Advisory Services

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

Kathleen North Work History

2007 - Present (17 years)

Thrivent Investment Management Inc

2005 - Present (19 years)

Bob Harkson

Disclosures

Please visit the SEC profile of Kathleen North 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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