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Jerry Dee Doehling

Thrivent Investment Management Inc.

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About Jerry Dee Doehling

Jerry Doehling is a financial professional with over 20 years of experience in the financial services industry. Jerry currently works at Thrivent Investment Management Inc. His previous experience includes working at ALLSTATE FINANCIAL SERVICES, LLC, LINCOLN BENEFIT FINANCIAL SERVICES, INC., AAL CAPITAL MANAGEMENT CORPORATION, THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, and EQUICO SECURITIES, INC. Jerry is a licensed representative in Nebraska and Missouri. Jerry holds the Series 6, 7, and SIE exams. Jerry specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Jerry Doehling 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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Jerry Doehling’s Registration & Firm History

NE

01/28/2016 - Present

Thrivent Investment Management Inc. (Lincoln NE)

NE

10/29/1998 - 12/31/2002

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

IL

09/07/1995 - 10/29/1998

LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)

MN

01/25/1995 - 02/27/1995

AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)

NY

06/29/1984 - 02/13/1989

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

NY

06/24/1984 - 02/13/1989

EQUICO SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2016

Series 7 - General Securities Representative Examination

BC

Issued 01/24/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerry Dee Doehling.
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