Matthew Klippert (CRD# 7246547) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Auburn, WA and has over 2 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Oct 2021 - Current | 2 |
| Thrivent Investment Management Inc. | Auburn, WA | Jun 2021 - Current | 2 |
| Thrivent Financial | Appleton, WI | Jun 2021 - Oct 2021 | < 1 |
| Puyallup Nazarene Church | Puyallup, WA | Feb 2021 - Aug 2021 | < 1 |
| Trevecca Nazarene University | Nashville, TN | Aug 2019 - May 2021 | 1 |
| Unemployed | Puyallup, WA | Nov 2020 - Feb 2021 | < 1 |
| Trevecca Nazarene University | Nashville, TN | Nov 2019 - Nov 2020 | 1 |
| Hermitage Nazarene Church | Hermitage, TN | Nov 2019 - Nov 2020 | 1 |
| Anthem Coffee | Puyallup, TN | Apr 2018 - Jul 2020 | 2 |
| Kliporg | Tacoma, WA | Jan 2014 - Dec 2019 | 5 |
| Pierce College | Puyallup, WA | Sep 2017 - Sep 2019 | 2 |
| Starbucks | Puyallup, WA | Nov 2016 - Apr 2018 | 1 |
| Homeschooled | Tacoma, WA | Nov 2005 - Nov 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2021 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- WA
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Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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