Jordan
Scarpari

Thrivent Investment Management Inc

CRD#6753188
Investment Advisor
in Billings, MT

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About this Advisor

Jordan Scarpari is a financial advisor based out of Billings, Montana with a total of 1 year of industry experience. Scarpari is currently employed by Thrivent Investment Management Inc. Over the course of their career, they have held roles at Thrivent Financial - Shaun Seedhouse, Yellowstone Bank, Savings Bank Of Mendocino County, Thrivent Investment Management Inc and Thrivent Financial. Scarpari holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in Montana. Thrivent Investment Management Inc is a registered investment business that has its headquarters in Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 people on staff. It administers $13 billion in assets under management among its 40,990 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 40,990 customer accounts, just 13% are associated with high-net-worth individuals who have at least $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 largely depend on the financial services. However, fees charged by Thrivent Investment Management Inc most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

19 36Th St W
Billings, MT 59102

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

MT Average: 157
Total Number of Accounts

40,990

MT Average: 8,262
Average Account Size

$304,709

MT Average: $640,173

Investment Advisory Services

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

Jordan Scarpari Work History

Jordan has been registered as a financial advisor for 1 years.*

2017 - Present (7 years)

Thrivent Investment Management Inc

2017 - Present (7 years)

Thrivent Financial

2017 - 2017 (< 1 year)

Thrivent Financial - Shaun Seedhouse

2016 - 2017 (1 year)

Yellowstone Bank

2012 - 2016 (4 years)

Savings Bank Of Mendocino County

*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 Jordan Scarpari 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

Daniel Demers
Stevens Point, WI
Kristina Peach
Loveland, CO
Janine Amundson
Minneapolis, MN
Sara Meyer
Asheville, NC
Matthew Dendinger
Ponca, NE
Kelsey Esswein
Torrance, CA
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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