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Jordan Karl Westphal

Thrivent Investment Management Inc.

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About Jordan Karl Westphal

Jordan Westphal is a financial advisor with Thrivent Investment Management Inc. based in Appleton, Wisconsin. Jordan has been in the financial industry since November 6, 2015. Jordan has experience with Investment Centers of America, Inc. and SII INVESTMENTS, INC. Jordan is licensed in Wisconsin to provide investment advice in both the Broker-Dealer and Investment Advisor capacities. Jordan's firm, Thrivent Investment Management Inc. has an advisory business with 42,439 accounts under management and approximately $14.8 billion in assets. Jordan's firm provides investment advice to individuals and high net worth individuals.

Firm Information

Jordan Westphal 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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Jordan Westphal’s Registration & Firm History

WI

05/10/2018 - Present

Thrivent Investment Management Inc. (APPLETON WI)

WI

05/04/2016 - 03/19/2018

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

WI

09/17/2015 - 03/19/2018

SII INVESTMENTS, INC. (APPLETON WI)

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Licenses & Designations

BOTH

Issued 04/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/05/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Karl Westphal.
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