Unclaimed
Jennifer Dewolfe is a financial advisor with Thrivent Investment Management Inc. Jennifer has been in the financial services industry since February 2013 and is registered in 15 states including Illinois, Texas, Florida and Georgia. Jennifer holds Series 66, Series 7 and SIE licenses. Jennifer is also a Director of the Oneida Telephone Exchange and a board member of the Great Balloon Race and Habitat for Humanity of Knox County. Jennifer's clients include individuals and families, as well as churches and non-profit organizations. Jennifer's primary focus is on providing financial planning and portfolio management services. Jennifer's office is located in Oneida, Illinois.
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.
1
2
IL
06/13/2019 - Present
Thrivent Investment Management Inc. (ONEIDA IL)
BOTH
Issued 03/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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