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Kelly Mcintosh

Advisor at Thrivent Investment Management

Updated today

Location

Unadilla, NE

Credentials

Series 66

Industry experience

20 years

About

Kelly Mcintosh is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004 and 2005, respectively. Outside of her advisory role, Mcintosh serves as a board member of the Syracuse Area Health Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of financial topics and offers these services either as one-time engagements or ongoing relationships, without discretionary trading authority.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

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.

Location

Unadilla, NE

Most active in

Nebraska

Work history

THRIVENT FINANCIAL for Lutherans

2005 - Present (21 years)

Thrivent investment Management Inc

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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