Unclaimed
Jasper Rhoads is a financial advisor currently registered with Thrivent Investment Management Inc., and is licensed to provide financial advice in Colorado. Jasper has been in the industry since July 15, 2022 and has experience with Robinhood Financial, LLC and Equitable Advisors, LLC. Jasper holds the Series 66, Series 7TO, and SIE licenses.
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
06/12/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
CO
02/16/2022 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
MA
12/07/2020 - 05/12/2021
EQUITABLE ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 03/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jasper Rhoads is the right advisor for you? Invested Better is here to help.