Anne Kovales (CRD# 7437925) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Kenosha, WI and has 1 year of experience in the finance industry.
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 4375964
Oneamerica Securities, Inc.
CRD# 5842757
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Apr 2024 - Current | < 1 |
| Thrivent Investment Management Inc. | Kenosha, WI | Jul 2023 - Current | < 1 |
| Thrivent Financial | Appleton, WI | Jul 2023 - Apr 2024 | < 1 |
| North Star Resource Group | Milwaukee, WI | Jun 2022 - Apr 2023 | < 1 |
| Securian Financial Services Inc. | St Paul, MN | Apr 2022 - Apr 2023 | 1 |
| Minnesota Life Insurance Co | St Paul, MN | Apr 2022 - Apr 2023 | 1 |
| Ironwood Drive Financial Group | Milwaukee, WI | Apr 2022 - Jun 2022 | < 1 |
| Northwestern Mutual | Milwaukee, WI | Sep 2021 - Apr 2022 | < 1 |
| Kujawa Enterprises, Inc. | Oak Creek, WI | Aug 2017 - Sep 2021 | 4 |
| Unemployed | Cudahy, WI | May 2016 - Aug 2017 | 1 |
| Bath And Body Works | Greenfield, WI | Nov 2015 - May 2016 | < 1 |
| Unemployed | Cudahy, WI | Jan 2015 - Nov 2015 | < 1 |
| Health Quest Massage, LLC | Cudahy, WI | Jan 2012 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- TX
- WI
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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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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