Jesse Kvitek
Jesse Kvitek is a registered investment advisor at Thrivent Investment Management INC., based in New Richmond, WI, with 23 years of industry experience. Jesse 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
460 S Knowles Ave, New Richmond, WI, 54017
Get directionsHistory
Regulatory History (1)
Civil Bond
March 2008Other Business Activities
Jesse owns Building Blocks Properties, LLC, involved in the purchase, renovation, and sale of lease properties, dedicating minimal time. Jesse is also the Commodore (President) of the St. Croix Yacht Club, a social club, spending about 10-20% of their time in this ceremonial role.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations13 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.