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Jesse Lee Doke

Thrivent Investment Management Inc.

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About Jesse Lee Doke

Jesse Doke is an investment advisor representative at Thrivent Investment Management Inc. in Windsor, Colorado. Jesse has been active in the financial services industry since June 2018. They are licensed in Colorado and Wyoming. Jesse has passed the Series 66, Series 7TO and SIE exams. Jesse's previous work experience includes roles at Elevated Estates, TW Retirement Strategies, Colorado State University, Classic Amusement, Northern California Lacrosse Referees Association, De La Salle High School, and Thrivent Financial.

Firm Information

Jesse Doke 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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Jesse Doke’s Registration & Firm History

CO

09/06/2024 - Present

Thrivent Investment Management Inc. (Windsor CO)

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Licenses & Designations

BOTH

Issued 08/17/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/23/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse Lee Doke.
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