The Capitol Region Group of Thrivent Financial offers a fee-based financial planning, investment management and protection strategy advisory service.
We help our clients, entrepreneurs and professionals, implement a best practices, holistic, multi-generational household financial plan for their families. We have experience across the investing industry with success identifying quality business and investment opportunities. We also bring a deep knowledge spanning commercial real estate finance and ultra high net worth wealth management. We can work with a client's existing team of professionals or help adjust or build an effective team. We offer new prospects a 10-15 min phone conversation to learn about us, our services, and fees, and to answer their questions. We also take that opportunity to learn about them as well. If interested, we then offer a 1 hour consultation (in person or via Skype) to help prospects start building their financial strategy and make a decision on our service.
We have the ability to meet at any Regus or Spaces office space.
|Firm Start Year:||2012|
|Insurance License#:||CA License #4099641|
|States Licensed in:||CA, CT, MA, MD, ME, NC, and NH.|
|Number of Years with Current Firm:||8|
|I work with the following types of clients:||Businesses, Individual Investors|
|Advisory Services Provided:||Financial Advice & Consulting|
|Investment Types:||Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Annuities, Insurance, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, Via Phone, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life|
|Advisor's Number of Clients:||500|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||50000|
|Compensation Methods:||Based on Assets, Flat Fee, Commissions|
|Fee % Based on Assets:||1-2|
Capitol Region Group acts as a partner in helping individuals, families and entrepreneurs navigate their financial journey. The team brings years of Wall Street experience to financial planning and investment management, focusing on what is important to you. Emphasizing healthy money habits, the team strives for your financial freedom. Working as a team, Capitol Region Group assists you in offsetting stress, uncertainty and worry by providing the tools to help you achieve your long-term financial goals and ambitions. The following three steps allow you to learn more about Capitol Region Group and help to determine if the Team is a good financial resource for you.
Financial Advice & Consulting
We help our clients, entrepreneurs and professionals, implement a best practices, holistic, multi-generational household financial plan for their families.
Jacob Kinney FIC
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Recent California transplant serving the great LA area.|