Kelly Danielle Kreis

Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2016 → 05/2017
  Wells Fargo Clearing Services, Llc
  Glen Burnie, MD
• 11/2013 → 05/2017
  Wells Fargo Bank
  Glen Burnie, MD
• 09/2016 → 11/2016
  Wells Fargo Advisors, Llc.
  Glen Burnie, MD
• 05/2017 → Present
  Thrivent Investment Mangement Inc
  Germantown, MD
• 05/2017 → 07/2017
  Thrivent Financial
  Appleton, WI
• 07/2017 → Present
  Thrivent Financial
  Appleton, WI

Previous Registrations

• 2016-12-23 → 2017-05-09
  Wells Fargo Clearing Services, Llc
  Glen Burnie, MD
  Columbia, MD
  Severna Park, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-23
• S63 Uniform Securities Agent State Law Examination
  2016-12-01

Other Names

• Kelly Danielle Kreis
• Kelly Kreis
• Kelly Kreis Walter