Unclaimed
Adam Jenkins is a financial advisor at Thrivent Investment Management Inc. Adam has been in the industry since October 2023, previously working at Northwestern Mutual Investment Services, LLC in Grand Haven, MI. He is a registered representative and investment advisor representative in multiple states and holds the Series 63, 66, 7TO and SIE licenses. Adam is a specialist in retirement planning and financial planning services. He has a strong understanding of the financial needs of individuals and families and is dedicated to helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
06/27/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MI
10/26/2023 - 05/24/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND HAVEN MI)
BOTH
Issued 06/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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