Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Schatz is a financial advisor with over 15 years of experience in the industry. Jacob currently works for Thrivent Investment Management Inc. and Thrivent Advisor Network, LLC. Jacob's previous experience includes working for Purshe Kaplan Sterling Investments and Thrivent Investment Management Inc. Jacob has a strong background in financial planning and portfolio management. Jacob specializes in working with individuals and high-net-worth individuals. Jacob holds Series 7, 66, SIE, and 99TO licenses. Jacob is registered to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, North Carolina, North Dakota, Ohio, Pennsylvania, Tennessee, Texas, Virginia, and Wisconsin. Jacob is also registered with FINRA and the state of Illinois.
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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2
IL
11/01/2024 - Present
Thrivent Investment Management Inc. (Naperville IL)
IL
09/24/2020 - 08/05/2024
PURSHE KAPLAN STERLING INVESTMENTS (Naperville IL)
IL
06/11/2008 - 09/23/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Naperville IL)
BOTH
Issued 06/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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