Jeffrey L Wegner
Investment adviser representative at Thrivent Investment Management Inc.
14 yearsExperience
4 statesRegistered in
$20.8BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Thrivent Investment Management Inc.Oct 2024 to now
- Thrivent FinancialOct 2024 to now
- UnemployedApr 2024 to Sep 2024
- Wells Fargo Bank, NAFeb 2022 to Mar 2024
- Wells Fargo Clearing Services, LLCFeb 2022 to Mar 2024
- Bank of America, N.A.Jan 2013 to Feb 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2012 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 4 states (DC, GA, OK, TX).
Thrivent Investment Management Inc.
$20.8BAssets managed
125,754Clients
3,179Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5521426
- Firm CRD
- 18387