Jeffrey
Olinger

Thrivent Investment Management Inc

CRD#5128230
Investment Advisor
in Decorah, IA

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About this Advisor

Jeffrey Olinger is a financial advisor working in Decorah, Iowa with a total of 17 years of relevant experience. Olinger is an employee of Thrivent Investment Management Inc. Their career trajectory has included roles at Thrivent Investment Management Inc and Thrivent Financial For Lutheran. Olinger holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Iowa and Texas. Thrivent Investment Management Inc is a registered investment business that has its headquarters in Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 advisors. It oversees $13 billion in assets under management among its 40,990 accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 40,990 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 has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually vary depending on the type of financial services offered. Fees billed by Thrivent Investment Management Inc likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

17 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

118 West Water St
Decorah, IA 52101

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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

Jeffrey Olinger Work History

Jeffrey has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Thrivent Investment Management Inc

2006 - Present (18 years)

Thrivent Financial For Lutheran

*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 Jeffrey Olinger 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

Janine Amundson
Minneapolis, MN
Daniel Demers
Stevens Point, WI
Justin Bettinger
Albertville, MN
Robert Swearingen
Minneapolis, MN
Michael Guizzetti
Appleton, WI
Nick Goins
Scottsdale, AZ
Melissa Murphy
Appleton, WI
Paul Hawkins
Blue Springs, MO

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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