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Kelly Danielle Kreis

Advisor Image
Kelly Danielle Kreis
Financial Advisor
.
FIC
Part of the Seneca Group practice
About Kelly Walter
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Bachelors of Finance, Liberty University
  • Fraternal Insurance Counselor
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • Delaware
  • Florida
  • Maryland
  • New Jersey
  • North Carolina
  • Ohio
  • Pennsylvania
  • Virginia
  • Washington DC

Insights

The Risk Asset Recovery from COVID-19
The Risk Asset Recovery from COVID-19Is the current market rally sustainable? Our Chief Investment Strategist digs deeper to provide his insights.
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Great news! In June of 2020, Thrivent’s A++ (Superior) rating was affirmed by AM Best. This rating represents our commitment to being here for you for the long-term. (Note: Ratings are based on Thrivent’s financial strength and claims-paying ability.)
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The market is fluctuating. If it’s making you anxious, read these five ways you can remain calm and focused on your future.https://bit.ly/2VrEPdZ
Office location
Germantown Location
12850 Middlebrook Rd suite 202
Germantown, MD 20874
Phone301-515-3312Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations