Jeanne
Kaczorowski

Thrivent Investment Management Inc

CRD#4886717
Investment Advisor
in Iron River, MI

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About this Advisor

Jeanne Kaczorowski is a financial advisor based in Iron River, Michigan with a total of 10 years of relevant experience. Kaczorowski currently works for Thrivent Investment Management Inc. Throughout their career, they have worked at Self-Employed With Partylite Gifts, Inc, Thrivent Financial For Lutherans and Thrivent Investment Management Inc. Kaczorowski holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Thrivent Investment Management Inc is a registered investment firm based in Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 advisors. It administers $13 billion in total assets between its 40,990 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 40,990 customer accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically vary depending on the services. However, fees charged by Thrivent Investment Management Inc can consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

116 N 4Th Ave
Iron River, MI 49935

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

MI Average: 157
Total Number of Accounts

40,990

MI Average: 8,262
Average Account Size

$304,709

MI Average: $640,173

Investment Advisory Services

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

Jeanne Kaczorowski Work History

Jeanne has been registered as a financial advisor for 10 years.*

2006 - Present (18 years)

Thrivent Financial For Lutherans

2006 - Present (18 years)

Thrivent Investment Management Inc

1995 - Present (29 years)

Self-Employed With Partylite Gifts, Inc

*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 Jeanne Kaczorowski 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

Nick Goins
Scottsdale, AZ
Daniel Demers
Stevens Point, WI
Karen Newquist
Madison, WI
Robert Swearingen
Minneapolis, MN
Tanya Dean
Mondovi, WI
Sara Meyer
Asheville, NC
Paul Gamache
Colorado Springs, CO
Jason Eden
Bloomingdale, IL

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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