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Adam G Jorgenson

Thrivent Investment Management Inc.

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About Adam G Jorgenson

Adam Jorgenson is a financial advisor with Thrivent Investment Management Inc. Adam has been in the industry since 2001 and has experience working with a variety of clients, including individuals, corporations, and churches. Adam specializes in providing financial planning and portfolio management services.

Firm Information

Adam Jorgenson is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Jorgenson’s Registration & Firm History

MN

12/15/2021 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

AL

01/29/2020 - 10/14/2021

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)

OH

11/09/2011 - 02/04/2020

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

CO

04/12/2006 - 10/20/2011

TRANSAMERICA CAPITAL, INC. (DENVER CO)

IL

11/06/2003 - 04/11/2006

ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)

NY

05/21/2001 - 12/17/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

11/21/1997 - 09/02/1999

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/14/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 05/22/2001

Series 7 - General Securities Representative Examination

BC

Issued 11/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam G Jorgenson.
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