Advisor at Thrivent Investment Management
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Location
Ekalaka, MT
Credentials
Series 63, Series 66
Industry experience
9 years
Krista Kerr is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Thrivent since 2015. Outside of her advisory role, Kerr owns and manages a cattle LLC and serves as Treasurer of the Carter County Chamber of Commerce as well as a Trustee on the Ekalaka Town Library Board. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning across a broad set of financial topics, without discretionary trading authority, combining 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.
Ekalaka, MT
Montana · South Dakota · Wyoming
Thrivent Financial
2017 - Present (9 years)
Thrivent Investment Management Inc
2017 - Present (9 years)
Thrivent Financial
2017 - 2017 (1 year)
THRIVENT Financial
2015 - 2017 (2 years)
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