Jonah
Besch

Thrivent Investment Management Inc

CRD#5934714
Investment Advisor
in Valparaiso, IN

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About this Advisor

Jonah Besch is a financial advisor operating out of Valparaiso, Indiana, with a total of 12 years of relevant experience. Besch is on the advisory team at Thrivent Investment Management Inc. During their career, Besch has held roles at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Besch holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Indiana. Thrivent Investment Management Inc is a registered investment business that has its headquarters in Minneapolis, MN. It has offices in 1,106 locations and a total of 3,548 employees. It administers $13 billion in assets across its 40,990 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 40,990 customer accounts, just 13% are associated with high-net-worth clients who have at least $1 million in assets. Thrivent Investment Management Inc has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which services are provided. However, fees billed by Thrivent Investment Management Inc likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

12 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

Jonah Besch Work History

Jonah has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Thrivent Investment Management Inc

2011 - Present (13 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 Jonah Besch 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
Nick Goins
Scottsdale, AZ
Julie Pressnell
Tampa, FL
Paul Gamache
Colorado Springs, CO
Robert Swearingen
Minneapolis, MN
Janine Amundson
Minneapolis, MN
Ryan Anderson
Sioux Falls, SD
Michael Guizzetti
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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