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Jay Lassen

Thrivent Investment Management Inc.

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About Jay Lassen

Jay Lassen is a financial advisor with Thrivent Investment Management Inc. Jay holds the Series 63, SIE and Series 6TO licenses. Jay is registered with FINRA and the states of Iowa, Missouri, and Wisconsin. Jay has been in the industry since 2023. Jay specializes in Financial Planning and Portfolio Management for Individuals. Thrivent Investment Management Inc. is an investment advisor with 2827 licensed agents, 2605 investment advisor representatives, 3596 registered representatives, and $14.8 Billion in regulatory assets under management. Thrivent Investment Management Inc. primarily manages assets for individuals and churches and non-profit sharing retirement accounts.

Firm Information

Jay Lassen 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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Jay Lassen’s Registration & Firm History

IA

01/03/2023 - Present

Thrivent Investment Management Inc. (Waterloo IA)

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Licenses & Designations

BC

Issued 01/03/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/2023

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jay Lassen. Review regulatory record here.
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