KK
Katrina L. Kaschinske
THRIVENT INVESTMENT MANAGEMENT
Bridgeport, MI
Some features on this profile are disabled
CRD#: 4737177
KK
Professional summary
Katrina Lynn Kaschinske, ChFC®, who also goes by Katrina Lynn Helmreich, Trina Lynn Helmreich, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Bridgeport, Michigan.
Katrina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Katrina has worked at 1 firm and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Katrina Lynn Helmreich | Trina Lynn Helmreich
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ST. LORENZ LUTHERAN CHURCH POSITION: Ministry Council member NATURE: St. Lorenz Lutheran Church is a congregation that hosts multiple worship services every weekend, provides a day school for preschool - 8th grade students, and offers many ministries and outreach efforts for the members and surrounding community. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2024 ADDRESS: 850 West Genesee Street, Frankenmuth MI 48734, United States DESCRIPTION: I will be installed as a Ministry Council member on Sun, 1/19, and will be serving on this committee that helps guide the church leadership with decisions for budget, mission, and well as other projects and decisions for the church as a whole. Our congregation as a whole votes on matters after the Ministry Council makes proposals or recommendations. FRANKENMUTH ADMINISTRATIVE TEAM, LLC POSITION: Member NATURE: Frankenmuth Administrative Team, LLC rents the building we operate our Thrivent business out of, using only the first floor. We will be subletting the upstairs to another renter as of August 1st. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2025 ADDRESS: 250 S. Main St, Frankenmuth MI 48734, United States DESCRIPTION: I collect rent, make sure our bills are paid, and maintain our space.
CRS (Client Relationship Summary) - RIA
Click below to view Katrina Lynn Kaschinske's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Katrina Lynn Kaschinske's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 26, 2010 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #2: 250 S Main St, Frankenmuth, MI 48734RIA
BD
CRD#: 18387
Bridgeport, MI
Current
February 5, 2004 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 250 S Main St, Frankenmuth, MI 48734RIA
BD
CRD#: 18387
Frankenmuth, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(2/4/2022)
RR
Michigan(2/20/2004)
IAR
Michigan(8/26/2010)
RR
Pennsylvania(6/21/2022)
RR
Texas(4/13/2023)
IAR
Texas(4/14/2023)
RR
Virginia(1/9/2020)
RR
Wisconsin(6/5/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
600 Portland Avenue South, Minneapolis, MN 55415
Phone number
+1 (800) 847-4836
Established
Delaware since 07/29/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
3,846
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THRIVENT FINANCIAL HOLDINGS, INC. | OWNER | |
| BIRR, THOMAS JOHN | VICE PRESIDENT | 4148092 |
| BOUSU, CALEB ANTHONY | DIRECTOR | 7877353 |
| CECERE, NICHOLAS M | DIRECTOR | 1513551 |
| GILCHRIST, TONIA NICOLE JAMES | CHIEF LEGAL OFFICER & SECRETARY | 4777233 |
| GOLIS, ANDREA CORIN | CHIEF COMPLIANCE OFFICER | 1401462 |
| JOHNSON, ARIKA VIKTORIA | DIRECTOR | 5580869 |
| JOHNSTON, PAUL ROBERTS | DIRECTOR | 2065882 |
| KLOSTER, DAVID JACOB | PRESIDENT | 2523240 |
| NORGARD, ANDREW DYLAN | TREASURER | 6868385 |
Regulatory assets under management
| Total Number of Accounts | 48,940 |
| AUM (Assets Under Management) | $ 17,499,525,490 |
Disclosures
| Regulatory Event | 8 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2024 | ||
| 01/25/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
