linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Otto Wegener

Thrivent Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Otto Wegener

James Otto Wegener is a financial advisor with Thrivent Investment Management Inc. James is located in Davenport, IA and has been a registered investment advisor for over 20 years. James is licensed to provide financial advice in several states and holds the Series 6, 7, 63, and 66 securities licenses. James offers a variety of financial planning and investment management services, including financial planning, portfolio management for individuals, and portfolio management for businesses. James is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

James Wegener 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Wegener’s Registration & Firm History

IA

12/06/2018 - Present

Thrivent Investment Management Inc. (DAVENPORT IA)

IL

08/22/2003 - 06/20/2013

THRIVENT INVESTMENT MANAGEMENT INC. (MOLINE IL)

Not sure if James Otto Wegener is right for you?

Licenses & Designations

BC

Issued 06/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/22/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2016

Series 7 - General Securities Representative Examination

BC

Issued 08/21/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Otto Wegener.
Not sure if James Otto Wegener is right for you?