Unclaimed
Jared Schelp is a financial advisor with Thrivent Investment Management Inc.. Jared has been in the financial industry since December 9, 2021. Jared has a Series 66, Series 7TO, and SIE license. Jared is registered to provide financial advice in Arizona, California, Colorado, Florida, Iowa, Kansas, Missouri, and Texas. Jared also provides investment advisory services in Missouri and Texas. Jared is experienced in portfolio management for individuals and financial planning.
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.
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.
1
2
MO
02/11/2022 - Present
Thrivent Investment Management Inc. (Kansas City MO)
BOTH
Issued 01/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jared Schelp is the right advisor for you? Invested Better is here to help.