Katie Grager, financial advisor Jamestown ND

Katie Grager

CRD Number: 6240668
Current Firm: Thrivent Investment Management Inc.

Katie Grager (CRD# 6240668) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Jamestown, ND and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Mar 2014 - Current 10
Thrivent Investment Management Inc. Lamoure, ND Sep 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S65 NASAA Investment Advisors Law Examination Jun 2019
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Katie R. Grager
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    12,490
    MILLIONS
  • Total Number of Accounts
    40,990
    ACCOUNTS
  • Average Account Value
    $304,709
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, WY

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