Kathlene Garber
Kathlene Garber is a registered investment advisor at Thrivent Investment Management INC., based in Chicago, IL, with 23 years of industry experience. Kathlene 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1023 W Webster Ave, Chicago, IL, 60614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kathlene works with Watts & Associates, a public speaking and consulting company, where she earns commissions for finding public speaking engagements. She dedicates minimal time to this activity, focusing on marketing and prospecting.
Employment History
Current Registrations
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.
Previous Registrations
Brokersxpress LLC
Brokersxpress LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Betzold Research and Trading, INC.Broker
State Registrations24 states
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.