KO
Kyle W. Olson
THRIVENT INVESTMENT MANAGEMENT
Hiawatha, KS 66434
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CRD#: 6800287
KO
Professional summary
Kyle Wayne Olson is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Hiawatha, Kansas.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Kyle has worked at 1 firm and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
JELKS MANAGEMENT, LLC POSITION: Co-Member NATURE: The LLC owns rental properties, including two office buildings that are used for Thrivent and non-Thrivent related businesses; and a small piece of land with a Maintenance Building. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2020 ADDRESS: 2654 Kestrel Rd, Hiawatha KS 66434, United States DESCRIPTION: General Maintenance; Collect Rent; Maintain Books; Pay Bills and Taxes TRINITY CENTER, LLC POSITION: Board of Directors Member NATURE: This is an ecumenical center dedicated to the needs of our community. Churches and individuals support the center who then supports their clients with things like food assistance, shelter assistance, and linking them to community resources. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 101 S 3rd St, Hiawatha KS 66434, United States DESCRIPTION: Consultation, governance, and support of the center and its director. HIAWATHA FOUNDATION FOR ECONOMIC DEVELOPMENT POSITION: President NATURE: HFED works alongside the business community to strengthen and resource our existing members and help attract new business to our town. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 02/20/2025 ADDRESS: 105 S 6th St, Hiawatha KS 66434, United States DESCRIPTION: Attend monthly meetings, learning about resources in the community and voting on matters relating to HFED's policies. We also have a budget with various grant and government funded income and can vote to help out applicants through those resources. [2/12/25 addition]: I am being slated for the office of president. The board has not approved my appointment and I will not begin duties until our meeting which is scheduled for February 20. I may be adding the responsibilities of president at that time.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Wayne Olson's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Kyle Wayne Olson'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®
NoneExperience
Current
August 26, 2020 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 523 Oregon Street, Hiawatha, KS 66434Office #2: 602 John Riggins Ave, Centralia, KS 66415RIA
BD
CRD#: 18387
Hiawatha, KS
Current
August 4, 2017 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 523 Oregon Street, Hiawatha, KS 66434Office #2: 602 John Riggins Ave, Centralia, KS 66415RIA
BD
CRD#: 18387
Hiawatha, KS
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
Illinois(8/9/2022)
RR
Iowa(8/23/2024)
RR
Kansas(8/31/2017)
IAR
Kansas(8/26/2020)
RR
Missouri(9/12/2017)
RR
Nebraska(3/20/2018)
RR
North Carolina(3/16/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/29/2024
General Securities Representative ExaminationGeneral 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)
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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.
