Jason
Schoppenhorst

Thrivent Investment Management Inc

CRD#5939147
Investment Advisor
in Saint Charles, MO

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About this Advisor

Jason Schoppenhorst is a financial advisor who works in Saint Charles, Missouri, with 12 years of relevant experience. Schoppenhorst is an advisor for Thrivent Investment Management Inc. During their career, the advisor has held roles at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Schoppenhorst holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Missouri. Thrivent Investment Management Inc is a financial advisory firm based in Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 people on staff. It oversees $13 billion in assets under management across its 40,990 customer accounts, making it one of 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 more than $1 million in assets. The business offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically are based on which services the firm provides the client. However, fee types billed by Thrivent Investment Management Inc likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1144 S Benton Ave
Saint Charles, MO 63301

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

MO Average: 157
Total Number of Accounts

40,990

MO Average: 8,262
Average Account Size

$304,709

MO Average: $640,173

Investment Advisory Services

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

Jason Schoppenhorst Work History

Jason has been registered as a financial advisor for 12 years.*

2012 - Present (12 years)

Thrivent Financial For Lutherans

2011 - Present (13 years)

Thrivent Investment Management 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 Jason Schoppenhorst 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

Mark Johnson
Monroe, MI
Sara Meyer
Asheville, NC
James Doubleday
Savannah, GA
Erich Lehmann
La Grange, TX
Karen Newquist
Madison, WI
Jason Eden
Bloomingdale, IL
Kristina Peach
Loveland, CO
Justin Bettinger
Albertville, 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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