Kathy Jurgensen, financial advisor Boulder CO
78 score

Kathy Jurgensen

CRD Number: 6150659
Current Firm: Thrivent Investment Management Inc.

Kathy Jurgensen (CRD# 6150659) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Boulder, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Jun 2013 - Current 3
Thrivent Investment Management Inc. Boulder, CO Feb 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI May 2013 - Jun 2013 < 1
Qimatrix San Diego, CA Oct 2010 - Feb 2013 2
Ceo Space San Diego, CA Jan 2010 - Oct 2012 2
Catalyst Law Group San Diego, CA Oct 2001 - Oct 2012 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kathy K. Jurgensen
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
78

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