linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Mark Smith

Thrivent Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Mark Smith

Jonathan Mark Smith is a financial advisor with Thrivent Investment Management Inc., a financial firm based in Minneapolis, MN. Jonathan has been working in the financial industry since 1992. Jonathan is registered in Florida, Kansas, and Nebraska. Jonathan has been with Thrivent Investment Management Inc. since 1998. Prior to that, Jonathan worked at ALLIED GROUP MERCHANT BANKING CORPORATION in Columbus, OH, and AAL CAPITAL MANAGEMENT CORPORATION in Minneapolis, MN.

Firm Information

Jonathan Smith 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Smith’s Registration & Firm History

NE

01/28/1998 - Present

Thrivent Investment Management Inc. (HASTINGS NE)

OH

04/03/1997 - 12/31/1997

ALLIED GROUP MERCHANT BANKING CORPORATION (COLUMBUS OH)

MN

05/13/1992 - 03/04/1997

AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)

Not sure if Jonathan Mark Smith is right for you?

Licenses & Designations

BC

Issued 05/11/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2001

Series 7 - General Securities Representative Examination

BC

Issued 05/11/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Mark Smith.
Not sure if Jonathan Mark Smith is right for you?