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Credentials
Series 66
Experience Industry experience
3 years
Location
Durand, WI 54736
Thrivent Investment Management
Institution
Kari Scott is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Citizens State Bank and Citizens Community Federal. Scott’s background includes experience outside finance, having worked at The Eau Claire Ale House for three years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.
Durand, WI 313 W Main St
313 W Main St
Durand WI 54736
Advisors at this office
1
Wisconsin
3 years of industry experience
Thrivent Financial
2024 - Present • 2 years
Appleton, WI
Thrivent Financial
2023 - 2024 • 1 year
Appleton, WI
Thrivent Investment Management Inc
2022 - Present • 4 years
Durand, WI
Citizens State Bank
2017 - 2022 • 5 years
Chippewa Falls, WI
Citizens Community Federal
2016 - 2017 • 1 year
Altoona, WI
The Eau Claire Ale House
2015 - 2018 • 3 years
Eau Claire, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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