Katie Grager
Katie Grager is a registered investment advisor at Thrivent Investment Management INC., based in Jamestown, ND, with 12 years of industry experience. Katie 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
311 1st Ave S, Jamestown, ND, 58401
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Regulatory History (1)
Customer Dispute
July 2014Other Business Activities
Katie works as a farm laborer for Brademeyer Farms, performing seasonal duties since 2007, dedicating about 10-20% of her time. Katie also rents out office space in her building to a mental health counselor, handling maintenance and rent collection, which requires minimal time.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations4 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.