Unclaimed
Jordan Klessig is a financial advisor at Thrivent Investment Management Inc. located in Potter, Wisconsin. Jordan is registered in 5 states, including Michigan, Ohio, Oregon, and Wisconsin. Jordan is currently working at Thrivent Investment Management Inc. in Potter, WI. Jordan has been working in the financial industry for over 3 years. Jordan holds a Series 7TO and SIE license, as well as a Series 66 license. Jordan is a member of St. Bartholomew Lutheran Church Finance Committee, Friends of the Brillion Public Library, and Arya - Adult Recovery and Youth Alliance LLC. Jordan is a valuable asset to Thrivent Investment Management Inc.
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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2
WI
10/06/2023 - Present
Thrivent Investment Management Inc. (Potter WI)
BOTH
Issued 10/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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