Unclaimed
Jason Hotzler is a financial advisor at Thrivent Investment Management Inc. Jason has been in the financial industry for over 2 years and has worked for both Edward Jones and KLDiscovery. Jason is registered to provide investment advice in Minnesota, Florida, Texas and Wisconsin. Jason offers financial planning and portfolio management services to individuals and is registered with the Financial Industry Regulatory Authority (FINRA) as well as the state of Minnesota.
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
MN
09/07/2023 - Present
Thrivent Investment Management Inc. (Burnsville MN)
MN
03/27/2023 - 07/12/2023
EDWARD JONES (Savage MN)
BOTH
Issued 04/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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