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Jo Ellen Moore

Thrivent Investment Management Inc.

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About Jo Ellen Moore

Jo Ellen Moore is a financial advisor registered with Thrivent Investment Management Inc. Jo has been in the financial services industry since August 9, 2008. Jo has a strong background in financial planning and portfolio management for both individuals and businesses. Jo holds a Series 63, 65, and 66 licenses, as well as a Series 7 and SIE license. Currently, Jo's practice focuses on working with individuals, high-net-worth individuals, churches and non-profit sharing retirement accounts, corporations or other businesses, and pension and profit sharing plans.

Firm Information

Jo Moore 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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Jo Moore’s Registration & Firm History

FL

10/30/2018 - Present

Thrivent Investment Management Inc. (St Petersburg FL)

NC

01/25/2013 - 06/05/2018

EDWARD JONES (WESLEY CHAPEL NC)

MO

01/03/2005 - 11/11/2005

EDWARD JONES (ST. LOUIS MO)

OH

11/17/1999 - 07/07/2003

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 02/08/2013

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/21/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jo Ellen Moore.
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