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Justin Lee Espenson

Thrivent Investment Management Inc.

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About Justin Lee Espenson

Justin Lee Espenson is a financial advisor with Thrivent Investment Management Inc. Justin has been in the industry since 2007. Justin holds a Series 7 and Series 66 license and also has a SIE certification. Justin has a specialization in both retirement planning and financial planning. Justin is located in Windom, Minnesota and provides financial services to clients throughout the state. Justin's past employment includes roles with LPL Financial LLC, Invest Financial Corporation and Thrivent Financial for Lutherans. Justin also has experience in a variety of community roles, including volunteer activities with the Windom Arena Building Committee, Arena Booster Club, Windom Youth Hockey Association and First United Methodist Church.

Firm Information

Justin Espenson 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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Justin Espenson’s Registration & Firm History

MN

09/09/2019 - Present

Thrivent Investment Management Inc. (Windom MN)

SC

02/14/2018 - 06/07/2018

LPL FINANCIAL LLC (FORT MILL SC)

WI

12/01/2016 - 02/14/2018

INVEST FINANCIAL CORPORATION (APPLETON WI)

MN

08/14/2006 - 10/27/2015

THRIVENT INVESTMENT MANAGEMENT INC. (WINDOM MN)

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Licenses & Designations

BOTH

Issued 08/31/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Lee Espenson.
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