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Kenneth Mathiesen (CRD# 6413101) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rockford, IL and has over 8 years of experience in the finance industry.
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CRD# 2088227
Cetera Investment Advisers LLC
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CRD# 5115121
Focus Financial Advisors
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CRD# 6311988
Savant Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Holly Mathiesen - Thrivent Financial | Appleton, WI | Jan 2016 - Current | 8 |
Thrivent Investment Management Inc. | Rockford, IL | Sep 2015 - Current | 8 |
Holly Mathiesen | Rockford, IL | Jun 2015 - Jan 2016 | < 1 |
Belvidere High School | Belvidere, IL | Aug 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- IL
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- 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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