Kassidy Gillen (CRD# 7289441) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mason City, IA and has over 3 years of experience in the finance industry.
CRD# 6323477
Lpl Financial LLC
CRD# 4433085
Intellicents Investment Solutions Inc.
CRD# 2997071
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Apr 2021 - Current | 3 |
| Thrivent Investment Management Inc. | Mason City, IA | Oct 2020 - Current | 3 |
| Thrivent Financial | Appleton, WI | Nov 2020 - Apr 2021 | < 1 |
| Pine Lake State Park | Eldora, IA | Sep 2020 - Nov 2020 | < 1 |
| Bunger Family Farm | Wellsburg, IA | Apr 2020 - Aug 2020 | < 1 |
| 502 Bar And Grill | Iowa Falls, IA | Sep 2019 - Apr 2020 | < 1 |
| Pine Lake State Park | Eldora, IA | Jun 2019 - Aug 2019 | < 1 |
| Waldorf University | Forest City, IA | Sep 2017 - May 2019 | 1 |
| Waldorf University | Forest City, IA | Aug 2015 - May 2019 | 3 |
| Snittjer Grain Company | Wellsburg, IA | Jun 2018 - Aug 2018 | < 1 |
| South Hardin High School | Eldora, IA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- IA
- TX
-
Total Assets Under Management14,814MILLIONS
-
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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