Karen Kirchner Wilhelms

Employer firm

Mma Securities LLC CRD 44254

10,839 advisory clients

Reported services (Item 5G)

• Pension consulting
• Selection of other advisers
• Educational seminars
• ADVISORY SERVICES TO RETIREMENT PLAN PARTICIPANTS

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

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

Current Employers

Employment History

• 06/2014 → 02/2023
  Thrivent Investment Management Inc
  O Fallon, MO
• 09/2014 → 02/2023
  Thrivent Financial
  Appleton, WI
• 07/2023 → Present
  Mma Securities Llc
  St. Louis, MO
• 02/2017 → 02/2023
  Concordia Plan Services
  St. Louis, MO
• 02/2023 → Present
  Marsh Mclennan Agency
  St. Louis, MO

Previous Registrations

• 2014-08-29 → 2017-01-27
  Thrivent Investment Management Inc.
  St Louis, MO
  O'FAllon, MO

Other Businesses

(1) CHAMPION PRECAST, INC; 2441 US 61, Troy, MO 63379; Position: Board Member & Secretary; Concrete Manufacturer and family-owned enterprise; Not Investment Related; Number of hours per month: 1; Number of hours during securities trading hours: 0; Start Date: 08/01/2014; Duties limited to attending board meetings quarterly and taking minutes of such meetings. (2) GKO Properties, LLC; Missouri-based land ownership and rental business; Position: Member; Not Investment-Related; Start Date: 08-2020; Zero hours spent during trading hours; Zero hours spent per month.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-28

Designations

• Certified Financial Planner

Other Names

• Karen Elizabeth Kirchner
• Karen Elizabeth Wilhelms