KM
CFP
KM
CFP

Kyle Molin

27 Years of Experience
Minnetonka, MN
2 DisclosuresBrokerSells Insurance

Kyle Molin is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in Minnetonka, MN, with 27 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.

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Location

10900 Wayzata Blvd,, Suite 220, Minnetonka, MN, 55305

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2010
Settled
Customer Dispute
March 2008
Closed-No Action
Other Business ActivitiesSells Insurance

Kyle sells and services fixed insurance contracts, dedicating about 10-20% of their time to this activity. Kyle is also a partner/wealth advisor at Thrivent Advisor Network, LLC DBA Crossroads Financial Group, spending nearly full-time providing investment advisor services, and is a partner in ELMOBE LLC for business expenses.

Employment History
Current Registrations
Thrivent Investment Management INC.Broker
September 2024 - Present · 1 yr 8 mos
Thrivent Advisor Network, LLC
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2020 - September 2024 · 4 yrs 1 mo
Thrivent Investment Management INC.
November 2013 - August 2020 · 6 yrs 9 mos
Thrivent Investment Management INC.
July 2006 - July 2007 · 1 yr
Thrivent Investment Management INC.Broker
July 2002 - August 2020 · 18 yrs 1 mo
Lutheran Brotherhood Securities CORP.Broker
August 1998 - July 2002 · 3 yrs 11 mos
State Registrations8 states
AZFLIDILMNNMORWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.