Unclaimed
Jennifer Lee Cords is a financial advisor with over 20 years of experience in the financial services industry. Jennifer is a Founding Partner and Wealth Advisor at Cedar Grove Wealth Partners, an affiliate of Thrivent Advisor Network, LLC. Jennifer's previous experience includes positions at Thrivent Investment Management Inc., Lutheran Brotherhood Securities Corp., and Purshe Kaplan Sterling Investments. Jennifer holds Series 7, 63, 66, and 99TO licenses. She is also a Certified Financial Planner (CFP). Jennifer specializes in providing financial advice to individuals, families, businesses, and charitable organizations. She is committed to helping her clients achieve their financial goals through a personalized approach.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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
MN
08/17/2022 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
MN
08/27/2020 - 09/03/2024
PURSHE KAPLAN STERLING INVESTMENTS (Bloomington MN)
MN
07/01/2002 - 08/26/2020
THRIVENT INVESTMENT MANAGEMENT INC. (BLOOMINGTON MN)
MN
02/02/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 01/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Cords is the right advisor for you? Invested Better is here to help.