Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lohmeyer is a financial advisor at Thrivent Investment Management Inc., based in Pine Island, MN. Jeffrey has been in the financial services industry since 2022 and holds licenses in several states including Minnesota, Colorado, Iowa, and Wisconsin. Jeffrey specializes in financial planning and portfolio management for individuals.
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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MN
07/01/2022 - Present
Thrivent Investment Management Inc. (PINE ISLAND MN)
BOTH
Issued 06/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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