Jeremy
Sarna

Thrivent Advisor Network, LLC

CRD#6885306
Investment Advisor
in Forsyth, IL

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About this Advisor

Jeremy Sarna is a financial advisor based in Forsyth, Illinois, working with Thrivent Advisor Network, LLC. Jeremy has previously held positions at Edward Jones, Verizon Wireless, Thrivent Advisor Network Dba Palomar Wealth, and Purshe Kaplan Sterling Investments. Jeremy has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Jeremy is part of Thrivent Advisor Network, LLC, which operates out of Forsyth, Illinois. The firm has 37 offices and 164 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Thrivent Advisor Network, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

332 W Marion Ave, Suite N1
Forsyth, IL 62535

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Thrivent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$6,163,786,512

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

164

IL Average: 157
Total Number of Accounts

28,513

IL Average: 8,262
Average Account Size

$216,175

IL Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jeremy Sarna Work History

2023 - Present (1 year)

Thrivent Advisor Network Dba Palomar Wealth

2023 - Present (1 year)

Purshe Kaplan Sterling Investments

2018 - 2023 (5 years)

Edward Jones

2014 - 2018 (4 years)

Verizon Wireless

Disclosures

Please visit the SEC profile of Jeremy Sarna 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 Advisor Network, LLC

Cuyler Prichard
Minneapolis, MN
Jeremy Sarna
Forsyth, IL
Jeremy Reed
Gettysburg, PA
Jenna Wolff
Hopkins, MN
Theodore Kouba
Denver, CO
Bryan Fawcett
Minneapolis, MN
Benjamin Scheef
Minneapolis, MN
Andrew Walker
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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