Jacob Winters
Investment adviser representative at Thrivent Investment Management Inc.
10 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
10 years in the industry.
- Thrivent FinancialDec 2023 to now
- Thrivent Investment Management Inc.Nov 2023 to now
- UnemployedNov 2023 to Dec 2023
- Your Boat ClubApr 2023 to Oct 2023
- UnemployedDec 2022 to Mar 2023
- Frandsen Bank & TrustJul 2022 to Nov 2022
- LPL Financial LLCJul 2022 to Nov 2022
- Everest Financial GroupJan 2017 to May 2022
- Securities America, Inc.Dec 2016 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 4 states (DC, MN, 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
- 6527299
- Firm CRD
- 18387