Unclaimed
Jeff Robert Dunkel is a financial advisor with Thrivent Investment Management Inc. Jeff has been in the industry since 1995 and is registered with FINRA and the state of Minnesota. Jeff has been associated with Thrivent Investment Management Inc. since 2008, previously working with Thrivent Financial for Lutherans. Jeff specializes in financial planning and portfolio management. He is also a Certified Financial Planner.
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.
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2
MN
11/11/2013 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
12/05/2006 - 01/15/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
CA
12/13/2000 - 03/05/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
02/29/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
01/22/1992 - 12/31/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
05/25/1988 - 04/12/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/25/1988 - 04/12/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/14/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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