Kristi GrimmCRD Number: 5062421
Current Firm: Thrivent Investment Management Inc.
Kristi Grimm (CRD# 5062421) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Carmel, IN and has over 15 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Thrivent Investment Management Inc.||Indianapolis, IN||May 2015 - Current||6|
|Thrivent Financial||Appleton, WI||May 2015 - Current||6|
|Thrivent Financial For Lutherans||Appleton, WI||Apr 2015 - May 2015||< 1|
|Mml Investors Services Inc.||Indianapolis, IN||Aug 2007 - Apr 2015||7|
|Massmutual Life Insurance Company||Indianapolis, IN||Aug 2007 - Apr 2015||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Total Assets Under Management10,689MILLIONS
Total Number of Accounts30,308ACCOUNTS
Average Account Value$352,673
- 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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