Jonathan
Lofquist
Thrivent Advisor Network, LLC
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About this Advisor
Jonathan Lofquist is a financial advisor operating in Minneapolis, Minnesota. Lofquist currently works for Thrivent Advisor Network, LLC. Over the course of their career, they have held roles at Hopkins Highschool, Lunds & Byerlys, University Of Minnesota, Environmental Resources Management, Ecolab and Thrivent Advisor Network, LLC Dba Cedarcove Wealth Partners. Lofquist has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Minnesota. Thrivent Advisor Network, LLC is a registered investment company that has its headquarters in Minneapolis, MN. It has offices in 34 locations and a total of 134 financial advisors. It controls $5 billion in total assets between its 26,501 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 17 charities and foundations. Of its 26,501 customer accounts, just 11% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on which service is provided. Fee types billed by Thrivent Advisor Network, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrivent Advisor Network, LLC Brokerage Details
$5,058,431,013
134
26,501
$190,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jonathan Lofquist Work History
Jonathan has been registered as a financial advisor for 0 years.*
Thrivent Advisor Network, LLC Dba Cedarcove Wealth Partners
University Of Minnesota
Ecolab
Environmental Resources Management
Lunds & Byerlys
University Of Minnesota
Hopkins Highschool
*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 Jonathan Lofquist 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 Advisor Network, LLC
Camp Hill, PA
Denver, CO
Denver, CO
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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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