Jared
Koch

Thrivent Investment Management Inc

CRD#5741930
Investment Advisor
in Denison, IA

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About this Advisor

Jared Koch is a financial advisor who works out of Denison, Iowa who has 9 years of industry experience. Koch currently works for Thrivent Investment Management Inc. Throughout their career, they have worked at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Koch holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to operate in Iowa. Thrivent Investment Management Inc is a business operating out of Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 advisors. It has $13 billion in total assets between its 40,990 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 40,990 customer accounts, just 13% are held by high-net-worth investors who have greater than $1 million in assets. The company offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice depend on the type of financial services provided. Fees billed by Thrivent Investment Management Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

20 N Main St
Denison, IA 51442

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

IA Average: 157
Total Number of Accounts

40,990

IA Average: 8,262
Average Account Size

$304,709

IA Average: $640,173

Investment Advisory Services

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

Jared Koch Work History

Jared has been registered as a financial advisor for 9 years.*

2010 - Present (14 years)

Thrivent Investment Management Inc

2010 - Present (14 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 Jared Koch 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

Tanya Dean
Mondovi, WI
Paul Hawkins
Blue Springs, MO
Robert Swearingen
Minneapolis, MN
Julie Pressnell
Tampa, FL
Margaret Carter
Chicago, IL
Melissa Murphy
Appleton, WI
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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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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