Jaime
Bachman

Thrivent Investment Management Inc

CRD#5661117
Investment Advisor
in Valparaiso, IN

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About this Advisor

Jaime Bachman is a financial advisor based in Valparaiso, Indiana with 14 years of relevant experience. Bachman works at Thrivent Investment Management Inc. Bachman has gained experience at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Bachman has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can operate in Indiana. Thrivent Investment Management Inc is an advisory firm headquartered in Minneapolis, MN. It has offices in 1,106 locations and a total of 3,548 employees. It manages $13 billion in total assets among its 40,990 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 40,990 client accounts, just 13% belong to high-net-worth clients who have more than $1 million in assets. Thrivent Investment Management Inc has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Thrivent Investment Management Inc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

57 Franklin St
Valparaiso, IN 46383

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

IN Average: 157
Total Number of Accounts

40,990

IN Average: 8,262
Average Account Size

$304,709

IN Average: $640,173

Investment Advisory Services

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

Jaime Bachman Work History

Jaime has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Thrivent Investment Management Inc

2009 - Present (15 years)

Thrivent Financial For Lutherans

*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 Jaime Bachman 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
Sara Meyer
Asheville, NC
Paul Hawkins
Blue Springs, MO
Paul Gamache
Colorado Springs, CO
Melissa Murphy
Appleton, WI
Karen Newquist
Madison, WI
Robert Swearingen
Minneapolis, MN
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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