Kate AbbeCRD Number: 6459067
Current Firm: Thrivent Investment Management Inc.
Kate Abbe (CRD# 6459067) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Delavan, WI and has over 6 years of experience in the finance industry.
Oneamerica Securities, Inc.
Focus Financial Advisors
Savant Wealth Management
|Thrivent Financial||Appleton, WI||Feb 2017 - Current||6|
|Thrivent Investment Management Inc.||Delvan, WI||Sep 2016 - Current||6|
|Thrivent Financial||Appleton, WI||Oct 2016 - Feb 2017||< 1|
|Thrivent Financial||Delavan, WI||Mar 2015 - Oct 2016||1|
|The River Church||Delavan, WI||Jun 2013 - May 2015||1|
|First Merit Bank (citizens Bank)||Elkhorn, WI||Aug 2008 - Jun 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2016|
Total Assets Under Management13,498MILLIONS
Total Number of Accounts36,159ACCOUNTS
Average Account Value$373,299
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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