James
Duerr

Thrivent Investment Management Inc

CRD#7166097
Investment Advisor
in Chicago, IL

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About this Advisor

James Duerr is a financial advisor based out of Chicago, Illinois with 4 years of relevant experience. Duerr is an employee of Thrivent Investment Management Inc. Throughout their career, Duerr has worked at R. Franczak & Associates, Thrivent Investment Management Inc and Thrivent Financial. Duerr has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Illinois and Texas. Thrivent Investment Management Inc is a registered investment business headquartered in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 advisors. It handles $13 billion in assets under management across its 40,990 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 40,990 client accounts, just 13% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Thrivent Investment Management Inc offers a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely are based on which services the firm provides the client. However, fee types charged by Thrivent Investment Management Inc likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

805 N Milwaukee Ave
Chicago, IL 60642

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

IL Average: 157
Total Number of Accounts

40,990

IL Average: 8,262
Average Account Size

$304,709

IL Average: $640,173

Investment Advisory Services

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

James Duerr Work History

James has been registered as a financial advisor for 4 years.*

2020 - Present (4 years)

Thrivent Financial

2019 - Present (5 years)

Thrivent Investment Management Inc

2019 - 2020 (1 year)

Thrivent Financial

2005 - 2014 (9 years)

R. Franczak & Associates

*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 James Duerr 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

Jason Eden
Bloomingdale, IL
James Doubleday
Savannah, GA
Paul Hawkins
Blue Springs, MO
Justin Bettinger
Albertville, MN
Karen Newquist
Madison, WI
Daniel Demers
Stevens Point, WI
Margaret Carter
Chicago, IL
Melissa Murphy
Appleton, WI

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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