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Jamee Terese Lamm

Thrivent Investment Management Inc.

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About Jamee Terese Lamm

Jamee Lamm is a financial professional with over 18 years of experience in the industry. Jamee is currently registered with Thrivent Investment Management Inc. and has been with the firm since January 2014. Prior to that, Jamee was registered with Woodbury Financial Services, Inc. Jamee holds Series 6, 7, 24, and 26 licenses, as well as the SIE. Jamee is a Registered Representative and Investment Advisor Representative. Jamee specializes in financial planning and portfolio management for individuals.

Firm Information

Jamee Lamm 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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Jamee Lamm’s Registration & Firm History

WI

11/01/2022 - Present

Thrivent Investment Management Inc. (APPLETON WI)

WI

01/23/2014 - 02/21/2022

THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)

MN

04/20/2004 - 05/13/2013

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

BC

Issued 09/07/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/12/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2007

Series 7 - General Securities Representative Examination

BC

Issued 04/19/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamee Terese Lamm.
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