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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Jeffrey is an investment advisor representative currently registered with Thrivent Advisor Network, LLC. Brad's firm provides investment advice to a range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Brad is also licensed as an investment advisor in Indiana. Brad has been providing financial advice for over 17 years and specializes in a number of areas including Financial Planning, Portfolio Management, Pension Consulting, and Educational Seminars. Brad has been with Thrivent Advisor Network, LLC since 2021.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
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IN
09/21/2021 - Present
Thrivent Advisor Network, LLC (Hoagland IN)
IA
Issued 08/25/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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