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Kim Nash-Walker

11 Years of Experience
Bellevue, WA
1 DisclosureBroker

Kim Nash-Walker is a registered investment advisor at Thrivent Investment Management INC., based in Bellevue, WA, with 11 years of industry experience. Kim 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

11711 SE 8th Street Ste 201, Bellevue, WA, 98005

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History

Regulatory History (1)
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Criminal
April 1992
Final Disposition
Employment History
Current Registrations
Thrivent Investment Management INC.
July 2021 - Present · 4 yrs 10 mos
Thrivent Investment Management INC.Broker
July 2021 - Present · 4 yrs 10 mos
Thrivent Investment Management INC.
July 2021 - Present · 4 yrs 10 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 Registrations10 states
ALAZCAIDORSCTNWAWIWY
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.