Katherine M. Jabeck

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CRD#: 5524732

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Katherine Marie Jabeck, who also goes by Katherine Marie Beck, Katherine Marie Beck, Katherine Marie Skaats, Katherine Marie Skaats, was a registered financial professional .

Katherine is a previously registered financial professional and started their career in finance in 2008. Katherine had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Katherine Marie Beck | Katherine Marie Beck | Katherine Marie Skaats | Katherine Marie Skaats

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.

1) THRIVENT ADVISOR NETWORK, LLC d/b/a INTENTGEN FINANCIAL PARTNERS. INVESTMENT RELATED BUSINESS. LOCATED AT 1460 BOND ST, SUITE 120, NAPERVILLE IL 60563. INVESTMENT BUSINESS. TITLE IS INV ANALYST/CLIENT SVC COORD. STARTED 2018. 160 HRS/MO DEVOTED - 160 DURING TRADING. DUTIES ARE trades, opening accounts and cash management of clients.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 16, 2022 - August 31, 2022

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

Queen Creek, AZ

Past

September 24, 2020 - August 29, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ALBANY, NY

Past

January 25, 2017 - September 23, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Naperville, IL

Past

January 24, 2017 - September 23, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

Naperville, IL

Past

February 4, 2014 - November 4, 2016

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

PEORIA, IL

Past

February 3, 2014 - November 4, 2016

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

PEORIA, IL

Past

March 28, 2013 - November 13, 2013

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BOSTON, MA

Past

December 9, 2008 - March 25, 2013

TD AMERITRADE, INC.

RIA

CRD#: 7870

BOSTON, MA

Past

December 9, 2008 - March 25, 2013

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

BOSTON, MA

Past

August 20, 2008 - March 25, 2013

TD AMERITRADE, INC.

CRD#: 7870

BOSTON, MA

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".

THRIVENT ADVISOR NETWORK, LLC

CRD#: 304569 / SEC#: 801-117013

RIA

Registered Investment Advisory firm - (7/24/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/8/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/2008

General Securities Representative Examination

Current Firm

THRIVENT ADVISOR NETWORK, LLC

CRD#: 304569 / SEC#: 801-117013

RIA

Registered Investment Advisory firm - (7/24/2019 Approved)

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Contact information

Main Address

600 Portland Avenue South, Minneapolis, MN 55415

Mailing Address

Phone number

(612) 844-8444

Established

Firm type

Fiscal year end

# of Employees

139

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAN FIRM BROCHURE (10/17/2025)

TAN WRAP-FEE PROGRAM BROCHURE (10/17/2025)

TAN FINANCIAL PLANNING BROCHURE (9/24/2025)

Regulatory assets under management

Total Number of Accounts	28,545
AUM (Assets Under Management)	$ 6,648,306,479

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.

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Advisor Monitoring

Firm Stability Insights

Katherine M. Jabeck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

UBS FINANCIAL SERVICES INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

Primary Firm SEC Registration

THRIVENT ADVISOR NETWORK, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2008

SIE

Date: 10/1/2018

Series 7

Date: 8/19/2008

Current Firm

THRIVENT ADVISOR NETWORK, LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THRIVENT ADVISOR NETWORK, LLC

TRUST BUT VERIFY

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