Jeremiah
Nelson
Thrivent Investment Management Inc
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About this Advisor
Jeremiah Nelson is a financial advisor operating in Anaheim, California with a total of 2 years of industry experience. Nelson works at Thrivent Investment Management Inc. Over the course of their career, Nelson has held roles at Heritage Oak Private Education, Concordia University Irvine, Orange Lutheran High School, Thrivent Investment Management Inc and Thrivent Financial. Nelson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Thrivent Investment Management Inc is a financial advisory company that has its headquarters in Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 advisors. It handles $13 billion in assets among its 40,990 accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 40,990 accounts, just 13% are associated with high-net-worth clients who have more than $1 million in investable assets. Thrivent Investment Management Inc has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees depend on the type of financial services offered. However, fee types billed by Thrivent Investment Management Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrivent Investment Management Inc Brokerage Details
$12,490,022,666
3,548
40,990
$304,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeremiah Nelson Work History
Jeremiah has been registered as a financial advisor for 2 years.*
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Heritage Oak Private Education
Concordia University Irvine
Orange Lutheran High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremiah Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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