Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dean Elvestrom is a wealth advisor and owner of Crossroads Financial Group, an affiliated retail investment advisory firm, and is also a specialist of Long Term Care Insurance with David Wolff & Associates, LLC. James has been a financial professional since 1993 and is registered as a Registered Representative, Investment Advisor Representative in Minnesota. James's current firm is Thrivent Advisor Network, LLC. James has a broad range of experience working in the financial services industry and is dedicated to providing clients with comprehensive financial advice.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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
MN
07/17/2020 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
MN
08/27/2020 - 09/04/2024
PURSHE KAPLAN STERLING INVESTMENTS (Minnetonka MN)
MN
07/01/2002 - 08/26/2020
THRIVENT INVESTMENT MANAGEMENT INC. (MINNETONKA MN)
MN
01/05/1993 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 10/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1992
Series 63 - Uniform Securities Agent 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 01/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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