Verified
Jerry Sunde is a financial advisor with Thrivent Investment Management Inc. Jerry has been working in the financial industry since May 27, 2019. Jerry is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advice in Arizona, California, Florida, Minnesota, Missouri, Montana, Nebraska, Nevada, Texas, and Wisconsin. Jerry specializes in providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses. Jerry is committed to helping clients reach their financial goals. Jerry holds the Series 7TO, SIE, and Series 66 licenses.
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
MN
02/17/2022 - Present
Thrivent Investment Management Inc. (GOLDEN VALLEY MN)
BOTH
Issued 07/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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