Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob MacHo is a financial advisor with Thrivent Investment Management Inc. and is registered in Minnesota, North Dakota, Pennsylvania, South Dakota, and Wisconsin. Jacob has been in the industry since June 13, 2021. Jacob is licensed to sell securities and variable insurance products. Jacob specializes in working with high-net-worth individuals, churches, and corporations. He also provides financial planning and portfolio management services to individuals. Jacob is committed to helping his clients 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.
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MN
06/14/2021 - Present
Thrivent Investment Management Inc. (Minneapolis MN)
BC
Issued 05/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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