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Kelly Dean Mcintosh

Thrivent Investment Management Inc.

Unadilla, NE

CRD 4872927

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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:

Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2022-02-02
  • NE RA
    APPROVED
    Since 2022-02-02

Branch Locations

Unadilla, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Unadilla NE 10/2004 Present
Thrivent Financial For Lutherans Appleton WI 05/2005 Present
Previous Registrations
Other Businesses

SYRACUSE AREA HEALTH FOUNDATION POSITION: Board member NATURE: To encourage and inspire charitablegiving that will enhance the family-centered healthcare services and education provided by the Syracuse Area Health District and its associated entities. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2017 ADDRESS: 2731 Healthcare Dr., Syracuse NE 68446, United States DESCRIPTION: To act as a voting member of the Foundation Board in accordance with the Foundation By-Laws, to develop and improve Foundation policies, to monitor the Foundation's financial health and to distribute funds to the CMH Foundation and other entities in accordance with the Foundation's mission. WASHINGTON NATIONAL POSITION: Retired NATURE: Health Insurance Commission Renewals INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/10/1995 ADDRESS: 2131 J Rd., Unadilla NE 68454, United States DESCRIPTION: N/A Strictly renewal commissions SYRACUSE SELF-STORAGE POSITION: Owner NATURE: Indoor and outdoor storage rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 60 Park St, Syracuse NE 68446, United States DESCRIPTION: Rent storage units to new clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-02
  • S66 Uniform Combined State Law Examination
    2005-05-02

View on SEC IAPD

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