Advisor at Thrivent Investment Management
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Location
Tioga, ND
Credentials
Series 66
Industry experience
8 years
Kristin Iverson is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked since 2017. She has eight years of industry experience and previously worked with The Salvation Army from 2013 to 2017. Iverson serves on several community boards including Williams County Community Service and Sanford Health, and she is president of the Tioga Lions Club. She is also part owner of White Earth Bay Campground and co-hosts an annual women's goal-setting summit watch party. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary trading authority. The firm’s services focus on a broad range of planning topics and allow clients to combine planning with managed accounts under its WealthPlan consolidated billing option.
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.
Tioga, ND
North Dakota · Texas
Thrivent Financial
2017 - Present (9 years)
Thrivent Financial
2017 - 2017 (1 year)
Thrivent Investment Management Inc
2017 - Present (9 years)
The Salvation Army
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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