Unclaimed
Jenni Lea Schimel is a financial professional with over 10 years of experience in the industry. Jenni is currently a registered representative at U.S. Bancorp Investments, Inc., working out of the Minneapolis, MN branch. Jenni holds the Series 6, 7 and 24 licenses, as well as the SIE exam. Previously Jenni worked at Thrivent Investment Management Inc. and Hartford Investment Financial Services, LLC. Jenni provides a range of financial services including financial planning, portfolio management and publication of periodicals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
02/18/2016 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
MN
01/14/2016 - 02/19/2016
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
06/17/2008 - 03/19/2010
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WOODBURY MN)
BC
Issued 08/04/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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