Travis Kloehn, financial advisor New London WI
93 score

Travis Kloehn

CRD Number: 5612318
Current Firm: Thrivent Investment Management Inc.

Travis Kloehn (CRD# 5612318) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in New London, WI and has over 7 years of experience in the finance industry.

Similar Advisors
Robert Riedl, CPA®, CFP®, AWMA® , financial advisor New London WI
Robert L. Riedl, CPA®, CFP®, AWMA®
CRD# 1109543
Endowment Wealth Management, Inc.
Score
107
Similar Advisors
C. Peter Kerntke, financial advisor New London WI
C. Peter Kerntke
CRD# 1547070
Kerntke Otto Mcglone Wealth Management Group
Score
103
Similar Advisors
Prateek Mehrotra, financial advisor New London WI
Prateek Mehrotra
CRD# 4618007
Endowment Wealth Management, Inc.
Score
103
Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Nov 2008 - Current 8
Thrivent Investment Management Inc. New London, WI Oct 2008 - Current 8
Unemployed New London, WI Aug 2008 - Oct 2008 < 1
Oshkosh Corporation Oshkosh, WI Mar 2008 - Aug 2008 < 1
Gannett Wi Newspapers Appleton, WI Apr 2001 - Mar 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Travis J. Kloehn
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
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

Ready to hire a financial advisor? Get competitive proposals from Travis Kloehn and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.