Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Allen Theeke is a financial advisor with over 20 years of experience in the industry. Jon is registered with Thrivent Investment Management Inc. and holds Series 63, 65, and 7 licenses. Jon is active in the state of Illinois. Jon has a strong track record of providing financial advice and investment management services to individuals, families, and businesses. Jon is committed to helping clients achieve their financial goals. Jon has a deep understanding of the financial markets and a proven ability to navigate complex financial situations.
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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IL
01/29/2013 - Present
Thrivent Investment Management Inc. (Naperville IL)
IA
Issued 03/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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