Jackie Lea Potts
Investment adviser representative at Thrivent Investment Management Inc.
17 yearsExperience
3 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
17 years in the industry.
- Thrivent FinancialJan 2026 to now
- Thrivent Investment Management Inc.Nov 2025 to now
- Van Gerpen & AssociatesAug 2024 to Nov 2025
- Elwood Family Dental CareJan 2023 to Jun 2025
- Wohlenberg Ritzman & Co.Sep 2021 to Jan 2023
- Jon C Baumann DdsJan 2009 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (NE, SD, 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
- 8184859
- Firm CRD
- 18387