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Jeffrey Allen Hakala

Thrivent Investment Management Inc.

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About Jeffrey Allen Hakala

Jeffrey Hakala is a financial advisor with Thrivent Investment Management Inc. located in Aitkin, Minnesota. Jeffrey has been in the financial industry since 1992, and has been registered with Thrivent Investment Management Inc. since 2013. He is licensed in several states, including Minnesota, Florida, Iowa, Nebraska and Wisconsin. Jeffrey holds the Series 6, Series 7, Series 63, and Series 66 securities licenses, along with the SIE exam. He specializes in providing financial planning and investment management services to individuals, corporations, and non-profit organizations. Jeffrey's previous experience includes working with AAL Capital Management Corporation.

Firm Information

Jeffrey Hakala 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 Hakala’s Registration & Firm History

MN

11/18/2013 - Present

Thrivent Investment Management Inc. (Aitkin MN)

NA

12/24/1992 - 10/31/1994

AAL CAPITAL MANAGEMENT CORPORATION

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Licenses & Designations

BOTH

Issued 06/07/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2004

Series 7 - General Securities Representative Examination

BC

Issued 12/22/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Allen Hakala.
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