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Kim Nash-Walker

11 Years of Experience
Salem, WI
1 DisclosureBroker

Kim Nash-Walker is a registered investment advisor at Thrivent Investment Management INC., based in Salem, WI, with 11 years of industry experience. Kim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 125,754 clients with $21B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3240 advisors
Number of Clients
125,754 clients
Average Client Portfolio
$165K average
Assets Under Management
$20.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.85%
$250K - $500K1.70%
$500K - $1.0M1.55%
$1.0M - $3.0M1.45%
$3.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.90%

Fees are maximum annual percentages and vary by program type, household assets, and negotiation. Separately managed account programs have higher maximum fees (up to 2.50% for smaller accounts).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History (1)
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Criminal
April 1992
Final Disposition
Employment History
Current Registrations
Thrivent Investment Management INC.
July 2021 - Present · 5 yrs 3 mos
Thrivent Investment Management INC.
July 2021 - Present · 5 yrs 3 mos
Thrivent Investment Management INC.Broker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, LLC.
November 2020 - March 2021 · 4 mos
Ameriprise Financial Services, LLCBroker
November 2020 - March 2021 · 4 mos
Ameriprise Financial Services, INC.
August 2015 - October 2019 · 4 yrs 2 mos
Ameriprise Financial Services, INC.Broker
August 2015 - October 2019 · 4 yrs 2 mos
Robert W. Baird & CO. Incorporated
May 2013 - August 2014 · 1 yr 3 mos
Robert W. Baird & CO. IncorporatedBroker
May 2013 - August 2014 · 1 yr 3 mos
Wells Fargo Advisors, LLC
September 2012 - April 2013 · 7 mos
Wells Fargo Advisors, LLCBroker
August 2012 - April 2013 · 8 mos
State Registrations9 states
ALAZCAIDORTNWAWIWY
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.