Kelly L. Peer
Professional summary
Kelly Lynn Peer, who also goes by Kelly Lynn Mertz, is a registered financial professional currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Appleton, Wisconsin and THRIVENT DISTRIBUTORS, LLC located in Minneapolis, Minnesota.
Kelly is registered as a RR (Registered Representative) and started their career in finance in 2003. Kelly has worked at 2 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 4, Series 24, Series 51 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kelly Lynn Peer's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2003 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 4321 N Ballard Rd, Appleton, WI 54919-0001December 22, 2015 - Present
THRIVENT DISTRIBUTORS, LLC
Office #1: 901 Marquette Avenue Suite 2500, Minneapolis, MN 55402-3265State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/13/2003)
Exams
FINRA
Current Firm
THRIVENT DISTRIBUTORS, LLC
CRD#: 179512 / SEC#: , 8-69606
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THRIVENT FINANCIAL HOLDINGS, INC. | OWNER | |
| BEAVER, TROY ALAN | ELECTED MANAGER AND VICE PRESIDENT | 5099275 |
| CLOUTIER, JEFFREY DAVID | CHIEF FINANCIAL OFFICER | 5656265 |
| DRYDEN, EDWARD STUART | CHIEF COMPLIANCE OFFICER | 2033420 |
| JACKSON, JOHN DAVID | CHIEF LEGAL OFFICER AND SECRETARY | 5877878 |
| KREMENAK, MICHAEL WALDEN | ELECTED MANAGER AND PRESIDENT | 5892015 |
| RIESTERER, JAMIE LEE | ELECTED MANAGER | 4784706 |
Red Flags
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Company Information
THRIVENT DISTRIBUTORS, LLC
CRD#: 179512Appleton, WI 54919-0001TRUST BUT VERIFY
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