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Kelly Ann Kleiber

Thrivent Investment Management Inc.

Sheboygan, WI

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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-10-18
  • WI RA
    APPROVED
    Since 2021-10-18

Branch Locations

2808 Kohler Memorial Dr, Sheboygan, WI 53081 • 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
Roethel Financial Adell WI 08/2016 08/2020
Luedtke & Associates Adell WI 10/2017 04/2020
Principal Securities Inc Adell WI 03/2016 09/2020
Thrivent Investment Management Inc Sheboygan WI 09/2020 Present
Gregory Dirkse - Thrivent Financial Green Bay WI 09/2020 11/2020
Gregory Dirkse - Thrivent Financial Green Bay WI 11/2020 11/2021
Thrivent Financial Appleton WI 11/2021 Present
  • 08/2016 → 08/2020
    Roethel Financial
    Adell, WI
  • 10/2017 → 04/2020
    Luedtke & Associates
    Adell, WI
  • 03/2016 → 09/2020
    Principal Securities Inc
    Adell, WI
  • 09/2020 → Present
    Thrivent Investment Management Inc
    Sheboygan, WI
  • 09/2020 → 11/2020
    Gregory Dirkse - Thrivent Financial
    Green Bay, WI
  • 11/2020 → 11/2021
    Gregory Dirkse - Thrivent Financial
    Green Bay, WI
  • 11/2021 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-16
S63 Uniform Securities Agent State Law Examination 1994-07-19
  • S65 Uniform Investment Adviser Law Examination
    2021-10-16
  • S63 Uniform Securities Agent State Law Examination
    1994-07-19
Other Names
  • Kelly Ann Kleiber
  • Kelly Ann Mercer
  • Kelly Ann Brumirski
  • Kelly Ann Brumirski
  • Kelly Ann Brumirski
  • Kelly Ann Mercer

View on SEC IAPD

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Other Investors

DAVID ANTHONY KABAT
TERESA K MCALPINE
Riley Jason Ege
KEITH LESLIE HENDRICKS
James Edward Thom
GREGORY RICHARD FUERST
MICHAEL JOHN MUSSAY
Gregory D Schoemer

Other Offices

KABAT ADVISORY GROUP, LLC · SHEBOYGAN, WI
THRESHOLD COMPASS STRATEGIES, INC. · SHEBOYGAN, WI
LPL FINANCIAL LLC · SHEBOYGAN, WI
EDWARD JONES · SHEBOYGAN, WI
RBC CAPITAL MARKETS, LLC · Sheboygan, WI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sheboygan, WI
MWA FINANCIAL SERVICES INC. · Sheboygan, WI
OSAIC WEALTH, INC. · SHEBOYGAN, WI

More in Sheboygan, WI

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