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Joel Scott Hermann

Thrivent Investment Management Inc.

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About Joel Scott Hermann

Joel Scott Hermann is a financial advisor at Thrivent Investment Management Inc. in Green Bay, WI. Joel is registered with FINRA and the state of Wisconsin. Joel has over 23 years of experience in the financial services industry. Joel also holds the Series 6, 7, 24, 63, and 65 securities licenses. Joel has a strong commitment to providing his clients with personalized financial advice. He is dedicated to helping his clients achieve their financial goals.

Firm Information

Joel Hermann 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 Hermann’s Registration & Firm History

WI

02/10/2003 - Present

Thrivent Investment Management Inc. (Green Bay WI)

MN

05/21/1999 - 07/31/2000

AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 03/14/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2003

Series 7 - General Securities Representative Examination

BC

Issued 05/20/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Scott Hermann.
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