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Terry James Niedfeldt

Thrivent Investment Management Inc.

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About Terry James Niedfeldt

Terry James Niedfeldt is a financial advisor with Thrivent Investment Management Inc., working primarily in the Stoughton, WI area. Terry has been in the financial services industry since August 3, 1987. Terry is registered to offer investment advice in Wisconsin and Texas, as well as providing brokerage services in 17 states, including Arizona, Arkansas, Colorado, Illinois, Iowa, Maryland, Michigan, Minnesota, Missouri, Ohio, Pennsylvania, Texas, Virginia, and Washington. Terry has passed Series 6, 7, 63, and 65 exams, as well as the Securities Industry Essentials exam. Terry's specialties include financial planning, and portfolio management for individuals. Terry has been employed by Thrivent since July 2002, and has been working in the Stoughton area during that time.

Firm Information

Terry Niedfeldt 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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Terry Niedfeldt’s Registration & Firm History

WI

08/21/2001 - Present

Thrivent Investment Management Inc. (STOUGHTON WI)

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Licenses & Designations

IA

Issued 08/20/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2001

Series 7 - General Securities Representative Examination

BC

Issued 05/29/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Terry James Niedfeldt. Review regulatory record here.
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