Jeremiah
Massey

Thrivent Investment Management Inc

CRD#7307900
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Jeremiah Massey is a financial advisor based out of Colorado Springs, Colorado who has 1 year of industry experience. Massey is on the advisory team at Thrivent Investment Management Inc. Throughout their career, they have worked at The Aspen Equity Group, Bbva, Lift Moving, New Life Church, Desperation Leadership Academy, High School, Thrivent Investment Management Inc and Thrivent Financial. Massey holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Colorado and Texas. Thrivent Investment Management Inc is an advisory firm operating out of Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 employees. It oversees $13 billion in total assets between its 40,990 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 40,990 client accounts, just 13% are associated with high-net-worth individuals who have more than $1 million in assets. The firm offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Thrivent Investment Management Inc most likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2060 Briargate Parkway Ste 120
Colorado Springs, CO 80920

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

CO Average: $5,289,111,388
Total Number of Employees

3,548

CO Average: 157
Total Number of Accounts

40,990

CO Average: 8,262
Average Account Size

$304,709

CO Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jeremiah Massey Work History

Jeremiah has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Thrivent Investment Management Inc

2022 - Present (2 years)

Thrivent Financial

2022 - 2022 (< 1 year)

Thrivent Financial

2020 - 2022 (2 years)

The Aspen Equity Group

2018 - 2019 (1 year)

Bbva

2018 - 2018 (< 1 year)

Lift Moving

2015 - 2018 (3 years)

New Life Church

2013 - 2016 (3 years)

Desperation Leadership Academy

2009 - 2013 (4 years)

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 Massey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Investment Management Inc

Melissa Murphy
Appleton, WI
Paul Hawkins
Blue Springs, MO
Robert Swearingen
Minneapolis, MN
Margaret Carter
Chicago, IL
Julie Pressnell
Tampa, FL
Tanya Dean
Mondovi, WI
Michael Guizzetti
Appleton, WI
Ryan Anderson
Sioux Falls, SD

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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