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Kylee Elaine Robertson

Thrivent Investment Management Inc.

Valparaiso, IN

Crete, IL

CRD 7638811

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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
IL RA APPROVED 2024-11-22
IN RA APPROVED 2024-09-17
  • IL RA
    APPROVED
    Since 2024-11-22
  • IN RA
    APPROVED
    Since 2024-09-17

Branch Locations

331 W 806 N, Valparaiso, IN 46385 • United States

722 West Exchange Street, Crete, IL 60417 • 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 Valparaiso IN 08/2023 Present
Express Merrilliville IN 07/2019 03/2024
Williams Eye Institute Merrilliville IN 07/2020 01/2022
Aldi Crown Point IN 02/2022 06/2023
David's Bridal Merriville IN 01/2022 03/2022
Northwestern Mutual Crown Point IN 10/2022 03/2023
Crown Point High School Crown Point IN 08/2015 06/2019
Unemployeed Crown Point IN 06/2019 07/2019
Bill Maar - Thrivent Valparaiso IN 07/2023 10/2024
Thrivent Financial Appleton WI 11/2024 Present
  • 08/2023 → Present
    Valparaiso, IN
  • 07/2019 → 03/2024
    Express
    Merrilliville, IN
  • 07/2020 → 01/2022
    Williams Eye Institute
    Merrilliville, IN
  • 02/2022 → 06/2023
    Aldi
    Crown Point, IN
  • 01/2022 → 03/2022
    David's Bridal
    Merriville, IN
  • 10/2022 → 03/2023
    Northwestern Mutual
    Crown Point, IN
  • 08/2015 → 06/2019
    Crown Point High School
    Crown Point, IN
  • 06/2019 → 07/2019
    Unemployeed
    Crown Point, IN
  • 07/2023 → 10/2024
    Bill Maar - Thrivent
    Valparaiso, IN
  • 11/2024 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-16
  • S66 Uniform Combined State Law Examination
    2024-09-16

View on SEC IAPD

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