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Jacob Winters

Thrivent Investment Management Inc.

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About Jacob Winters

Jacob Winters is a financial advisor with Thrivent Investment Management Inc. Jacob is a registered representative with a Series 7, Series 66 and SIE licenses. Jacob has been in the financial industry for over 7 years. Prior to joining Thrivent, Jacob worked with LPL Financial LLC and Securities America, Inc. Jacob provides financial planning and portfolio management services for individuals and high-net-worth individuals. Jacob is also registered with the state of Minnesota and Oklahoma.

Firm Information

Jacob Winters 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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Jacob Winters’s Registration & Firm History

MN

03/07/2024 - Present

Thrivent Investment Management Inc. (Crosslake MN)

MN

07/07/2022 - 12/02/2022

LPL FINANCIAL LLC (BAXTER MN)

MN

12/13/2016 - 06/09/2022

SECURITIES AMERICA, INC. (MINNEAPOLIS MN)

MN

08/31/2015 - 10/25/2016

AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)

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Licenses & Designations

BOTH

Issued 10/09/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Winters.
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