Jerred Grell
Investment adviser representative at Thrivent Investment Management Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Thrivent FinancialJun 2025 to now
- Thrivent Investment Management Inc.May 2025 to now
- Equitable Advisors, LLCAug 2024 to May 2025
- UnemployedApr 2024 to Aug 2024
- Palm Trees LtdJun 2023 to Aug 2023
- Uww Williams Center Weight RoomFeb 2023 to Mar 2024
- UnemployedSep 2022 to Jan 2023
- Third Coast Advising, VirtualMay 2022 to Aug 2022
- UnemployedSep 2021 to Apr 2022
- Summerset Marine Shoreline RestorationMay 2021 to Aug 2021
- UnemployedSep 2020 to Apr 2021
- Dahm EnterpriseJun 2020 to Aug 2020
- UnemployedAug 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7969643
- Firm CRD
- 18387