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Jamie Lynn Rosas

Thrivent Investment Management Inc.

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About Jamie Lynn Rosas

Jamie Lynn Rosas is an investment advisor representative with Thrivent Investment Management Inc. Jamie has been in the financial industry since December 19, 2019 and is registered with FINRA and the state of Nevada. Jamie is also a registered investment advisor representative. Jamie's professional experience includes roles at Ameriprise Financial Services, LLC and Ameriprise Auto And Home. Jamie holds Series 63, 65, 7TO, and SIE licenses and has a specialization in financial planning. Jamie specializes in working with high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth.

Firm Information

Jamie Rosas 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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Jamie Rosas’s Registration & Firm History

NV

04/28/2023 - Present

Thrivent Investment Management Inc. (Las Vegas NV)

NV

12/18/2019 - 04/21/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Las Vegas NV)

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Licenses & Designations

BC

Issued 12/10/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/09/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Lynn Rosas.
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