Jeffrey
Scharlemann

Thrivent Investment Management Inc

CRD#7146932
Investment Advisor
in Redwood Falls, MN

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About this Advisor

Jeffrey Scharlemann is a financial advisor based out of Redwood Falls, Minnesota with 2 years of relevant experience. Scharlemann works at Thrivent Investment Management Inc. During their career, Scharlemann has held roles at Nancy Hansen, Thrivent Redwood Area Group, Martin Luther College, Warrior Manufacturing, Countryview Estates, Communication Systems Inc, Millerbernd Systems Inc, Volt, Beacon Promotions, Thrivent Investment Management Inc and Thrivent Financial. Scharlemann maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Minnesota. Thrivent Investment Management Inc is a firm based out of Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 people on staff. It handles $13 billion in assets across its 40,990 accounts, making it one of the biggest firms in the nation by assets under management. Of its 40,990 client accounts, just 13% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees typically are based on the services. However, fee types billed by Thrivent Investment Management Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

809 E Bridge St
Redwood Falls, MN 56283

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

MN Average: 157
Total Number of Accounts

40,990

MN Average: 8,262
Average Account Size

$304,709

MN Average: $640,173

Investment Advisory Services

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

Jeffrey Scharlemann Work History

Jeffrey has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Thrivent Financial

2020 - Present (4 years)

Thrivent Investment Management Inc

2021 - 2021 (< 1 year)

Thrivent Financial

2019 - 2021 (2 years)

Nancy Hansen, Thrivent Redwood Area Group

2019 - 2019 (< 1 year)

Martin Luther College

2019 - 2019 (< 1 year)

Warrior Manufacturing

2017 - 2018 (1 year)

Countryview Estates

2017 - 2017 (< 1 year)

Communication Systems Inc

2014 - 2017 (3 years)

Millerbernd Systems Inc

2014 - 2014 (< 1 year)

Volt

2003 - 2014 (11 years)

Beacon Promotions

*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 Scharlemann 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

Melissa Murphy
Appleton, WI
Justin Bettinger
Albertville, MN
Tanya Dean
Mondovi, WI
Margaret Carter
Chicago, IL
Robert Swearingen
Minneapolis, MN
Paul Hawkins
Blue Springs, MO
Ryan Anderson
Sioux Falls, SD
Julie Pressnell
Tampa, FL

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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