Kailey Jo Klein
Investment adviser representative at Thrivent Investment Management Inc.
11 yearsExperience
1 stateRegistered in
$20.8BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Thrivent FinancialAug 2026 to now
- Thrivent Investment Management Inc.Sep 2025 to now
- Chadron State CollegeAug 2025 to May 2026
- Benjamin Rust - Thrivent FinancialOct 2024 to Aug 2026
- Chadron State CollegeAug 2023 to May 2024
- Legend Buttes Golf CourseApr 2023 to Sep 2025
- Chadron State CollegeAug 2022 to May 2023
- Village of HarrisonMay 2019 to Aug 2022
- N/aJan 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NE).
Thrivent Investment Management Inc.
$20.8BAssets managed
125,754Clients
3,179Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7999666
- Firm CRD
- 18387