Nicholas Kimmett (CRD# 7347088) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Marstons Mills, MA and has over 2 years of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 6353257
Shp Wealth Management, LLC
CRD# 1915639
Sage Wealth Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Oct 2021 - Current | 2 |
Thrivent Investment Management Inc. | Marstons Mills, MA | Apr 2021 - Current | 3 |
Thrivent Financial | Appleton, WI | May 2021 - Oct 2021 | < 1 |
Unemployed (volunteering) | Norwood, MA | May 2020 - Apr 2021 | < 1 |
Babson College | Babson Park, MA | Aug 2019 - May 2020 | < 1 |
Antiochian Village | Bolivar, PA | Feb 2018 - Aug 2019 | 1 |
Umass Amherst Athletic Department | Amherst, MA | Feb 2018 - Dec 2018 | < 1 |
University Of Massachusetts - Amherst | Amherst, MA | Aug 2017 - Feb 2018 | < 1 |
Antiochian Village | Bolivar, PA | May 2016 - Aug 2017 | 1 |
Panera Bread | Westwood, MA | Oct 2013 - May 2016 | 2 |
Norwood High School | Norwood, MA | Sep 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- MA
-
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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