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Joel Kim Groskreutz

Thrivent Investment Management Inc.

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About Joel Kim Groskreutz

Joel Kim Groskreutz is a registered representative and investment advisor representative with Thrivent Investment Management Inc. Joel has been in the industry since December 2016 and has a strong track record of success in helping clients reach their financial goals. Joel holds the Series 66, Series 7, and SIE licenses, as well as registrations in multiple states. Joel is committed to providing personalized financial advice and guidance to clients. Joel is a member of the Reedsburg Area Medical Center Board of Directors. Joel's specializations include providing financial advice and guidance to individuals and families. Joel's main focus is helping clients with financial planning, portfolio management, and retirement planning. Joel is dedicated to providing exceptional service and building long-term relationships with clients.

Firm Information

Joel Groskreutz 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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Joel Groskreutz’s Registration & Firm History

WI

01/06/2017 - Present

Thrivent Investment Management Inc. (Reedsburg WI)

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Licenses & Designations

BOTH

Issued 01/05/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Kim Groskreutz.
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