Maciej M. Kielbasinski
Professional summary
Maciej Marek Kielbasinski, who also goes by Matt Kielbasinski, Maciej Marek Lielbasinski, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Bloomingdale, Illinois.
Maciej is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Maciej has worked at 1 firm and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maciej Marek Kielbasinski's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Maciej Marek Kielbasinski's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 16, 2020 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 134 W Lake St, Bloomingdale, IL 60108April 5, 2018 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 134 W Lake St, Bloomingdale, IL 60108Primary Firm SEC Registration
THRIVENT INVESTMENT MANAGEMENT INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/27/2018)
(6/16/2020)
Exams
Series 7TO
Date: 3/13/2023
General Securities Representative ExaminationFINRA
Current Firm
THRIVENT INVESTMENT MANAGEMENT INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
Contact information
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.
