Katherine Kyle, financial advisor Ormond Beach FL
69 score

Katherine Kyle

CRD Number: 6220577
Current Firm: Thrivent Investment Management Inc.

Katherine Kyle (CRD# 6220577) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ormond Beach, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Apr 2014 - Current 2
Thrivent Investment Management Inc. Ormond Beach, FL Oct 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI Feb 2014 - Apr 2014 < 1
John Roberts And Associates, P.a. Ormond Beach, FL Sep 2011 - Oct 2013 2
Unemployed Studying For Fl Bar Examination & Searching For Job Jacksonville, FL May 2011 - Sep 2011 < 1
Florida Coastal School Of Law Jacksonville, FL Aug 2008 - May 2011 2
Family Law Clinic At Law School Jacksonville, FL Jan 2011 - Apr 2011 < 1
The Edwards Law Firm Orange Park, FL Aug 2010 - Apr 2011 < 1
Family Law Clinic At Law School Jacksonville, FL Aug 2010 - Dec 2010 < 1
Jacksonville Area Legal Aid Jacksonville, FL Jul 2010 - Aug 2010 < 1
Buca Di Beppo Jacksonville, FL May 2010 - Jul 2010 < 1
Buca Di Beppo Jacksonville, FL May 2009 - Nov 2009 < 1
Domino's Pizza Whittier, NC May 2008 - Jul 2008 < 1
Pasqualinos Italian Restaurant Bryson City, NC Oct 2007 - Jul 2008 < 1
Annies Food And Spirits Sylva, NC Aug 2006 - Feb 2008 1
Southwestern Community College Sylva, NC Aug 2007 - Dec 2007 < 1
Bumcombe County District Attorney's Office Asheville, NC May 2007 - Aug 2007 < 1
Western Carolina University Cullowhee, FL Aug 2005 - Aug 2007 2
Mountain Credit Union Cherokee, NC Jan 2006 - Aug 2006 < 1
Domino's Pizza Whittier, NC May 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Katherine R. Kyle
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • FL
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

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BADGES
69

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