Jason Willms
Investment adviser representative at Thrivent Investment Management Inc.
11 yearsExperience
1 stateRegistered in
$20.8BFirm assets
39 yearsFirm in business
Are you Jason Willms? Claim your profile
Contact this firm
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
11 years in the industry.
- Carr Services - Thrivent FinancialJan 2021 to now
- Thrivent Investment Management Inc.Nov 2020 to now
- Carr ServicesSep 2020 to Jan 2021
- UnemployedJul 2020 to Aug 2020
- US BankFeb 2020 to Jun 2020
- US BankJun 2017 to Jan 2020
- Uw-milwaukeeMay 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7297180
- Firm CRD
- 18387