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Jennifer Mae Soma

Thrivent Investment Management Inc.

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About Jennifer Mae Soma

Jennifer Soma is a financial advisor with Thrivent Investment Management Inc., a firm with a strong reputation for providing financial guidance to individuals, families, and businesses. Jennifer is experienced in helping clients reach their financial goals, offering advice on investment strategies, retirement planning, and other financial needs. She is also a registered representative and holds the Series 6 and SIE licenses, demonstrating her commitment to staying up-to-date on the latest financial trends and regulations. Jennifer has been in the financial services industry since 1999, offering comprehensive financial solutions to clients.

Firm Information

Jennifer Soma is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Soma’s Registration & Firm History

SD

02/08/2018 - Present

Thrivent Investment Management Inc. (BROOKINGS SD)

MN

05/13/2016 - 01/18/2018

CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)

SD

10/18/2007 - 02/26/2016

FBL MARKETING SERVICES, LLC (BROOKINGS SD)

MN

08/03/2005 - 09/21/2007

NYLIFE SECURITIES LLC (FAIRMONT MN)

NY

08/14/1999 - 06/10/2005

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Mae Soma.
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