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Jeffrey Clark Kolzow

Thrivent Investment Management Inc.

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About Jeffrey Clark Kolzow

Jeffrey Kolzow is a financial advisor who has been in the industry since 1994. He is currently registered with Thrivent Investment Management Inc. He is licensed in Arizona and Texas. Jeffrey specializes in providing financial planning and portfolio management services for individuals and families. He is also registered to provide investment advisory services in Arizona and Texas. He has a strong background in securities, having passed the Series 6, 7, and 66 exams. Jeffrey is dedicated to helping his clients achieve their financial goals.

Firm Information

Jeffrey Kolzow 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 Kolzow’s Registration & Firm History

AZ

07/22/2020 - Present

Thrivent Investment Management Inc. (MESA AZ)

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Licenses & Designations

BOTH

Issued 02/07/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2001

Series 7 - General Securities Representative Examination

BC

Issued 01/13/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Clark Kolzow. Review regulatory record here.
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