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Jeffrey Alan MacLean

Thrivent Investment Management Inc.

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About Jeffrey Alan MacLean

Jeffrey Alan MacLean is an investment advisor representative with Thrivent Investment Management Inc. in Colorado Springs, Colorado. Jeffrey has been in the financial industry for 2 years. Jeffrey holds both the Series 7 and Series 66 licenses. Jeffrey is registered with the state of Colorado, California, Florida, North Carolina, Pennsylvania and Wisconsin. Jeffrey's firm, Thrivent Investment Management Inc. has over 2,600 investment advisor representatives and 3,500 registered representatives. Thrivent Investment Management Inc. manages over $14.8 billion in assets and offers financial planning and portfolio management services to individuals and businesses.

Firm Information

Jeffrey MacLean 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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Jeffrey MacLean’s Registration & Firm History

CO

01/06/2023 - Present

Thrivent Investment Management Inc. (Colorado Springs CO)

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Licenses & Designations

BOTH

Issued 12/27/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/05/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Alan MacLean.
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