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Emily Jo Farrell

Thrivent Investment Management Inc.

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About Emily Jo Farrell

Emily Farrell is a financial professional with over 13 years of experience in the industry. Currently, Emily is registered with Thrivent Investment Management Inc. in North Carolina. Emily has held previous positions with Edward Jones, Ameriprise Financial Services, LLC, and W&S BROKERAGE SERVICES, INC., working in North Carolina. Emily has a Series 66, Series 7TO, and a SIE license. Emily is also a board member for The Shepherd's Center of Kernersville and Vice President of the Kernersville Women's Club.

Firm Information

Emily Farrell 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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Emily Farrell’s Registration & Firm History

NC

03/13/2024 - Present

Thrivent Investment Management Inc. (Kernersville NC)

NC

11/13/2023 - 03/11/2024

W&S BROKERAGE SERVICES, INC. (Greensboro NC)

NC

01/06/2023 - 08/29/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Kernersville NC)

NC

12/07/2021 - 01/24/2023

EDWARD JONES (KERNERSVILLE NC)

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Licenses & Designations

BOTH

Issued 05/06/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily Jo Farrell.
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