Unclaimed
Jody Plautz is a financial advisor with Thrivent Investment Management Inc. Jody has over 15 years of experience in the financial services industry and specializes in working with individuals, corporations, and non-profit organizations. Jody is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed Registered Representative and Investment Advisor Representative in multiple states. Jody is passionate about helping her clients achieve their financial goals and helping them plan for their future.
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.
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2
MN
01/20/2022 - Present
Thrivent Investment Management Inc. (GOLDEN VALLEY MN)
BOTH
Issued 05/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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