Ana McKinley (CRD# 7431225) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Kenosha, WI and has over 2 years of experience in the finance industry.
CRD# 4375964
Oneamerica Securities, Inc.
CRD# 2024588
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6287052
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Mar 2022 - Current | 2 |
| Thrivent Investment Management Inc. | Kenosha, WI | Oct 2021 - Current | 2 |
| Thrivent Financial | Appleton, WI | Nov 2021 - Mar 2022 | < 1 |
| Jds Professional Group | Englewood, CO | Dec 2019 - Oct 2021 | 1 |
| Marrs Sevier & Co | Lakewood, CO | Nov 2017 - Nov 2019 | 2 |
| None | Lakewood, CO | May 2017 - Oct 2017 | < 1 |
| Hanson & Co Cpa's | Denver, CO | Feb 2017 - Apr 2017 | < 1 |
| None | Lakewood, CO | May 2016 - Jan 2017 | < 1 |
| Hanson & Co Cpa's | Denver, CO | Jan 2016 - Apr 2016 | < 1 |
| Colorado Christian University | Lakewood, CO | Sep 2015 - Dec 2015 | < 1 |
| None | Louisville, KY | Oct 2011 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- WI
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.