Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey M. Hatlevig is a financial professional with over 16 years of experience in the financial services industry. Jeffrey is currently registered with Thrivent Investment Management Inc. and holds licenses in multiple states, including Iowa, Oklahoma, and Texas. Jeffrey has a wide range of experience in financial planning and investment management, providing advice to individual clients, businesses, and church groups. Jeffrey's goal is to help clients achieve their financial goals through a personalized approach, with a focus on helping clients plan for retirement, education, and other life events.
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
IA
09/18/2024 - Present
Thrivent Investment Management Inc. (Johnston IA)
BOTH
Issued 06/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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