Kristen Lafranzo (CRD# 6031216) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Burlington, WI and has over 8 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 4375964
Oneamerica Securities, Inc.
CRD# 4659590
Global View Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Apr 2016 - Current | 8 |
| Thrivent Investment Management Inc. | Burlington, WI | May 2015 - Current | 8 |
| Scott Herrmann - Thrivent Financial | Burlington, WI | Oct 2015 - Mar 2016 | < 1 |
| Scott Herrmann - Thrivent Financial | Burlington, WI | Jul 2014 - Oct 2015 | 1 |
| U.s. Marketing Corporation | Milwaukee, WI | May 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- 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
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