Julie
Kieckbusch Jones

Thrivent Investment Management Inc

CRD#6548242
Investment Advisor
in Missoula, MT

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About this Advisor

Julie Kieckbusch Jones is an investment advisor in Missoula, Montana. Currently an investment advisor at Thrivent Investment Management Inc, they have accumulated 13 years of professional experience as an investment advisor. Kieckbusch Jones maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Kieckbusch Jones is registered to serve clients in Montana. During their career, Kieckbusch Jones has held roles at American Red Cross, Glacier Country Tourism, Missoula County Public Schools, Thrivent Investment Management Inc and Thrivent Financial. Thrivent Investment Management Inc is based out of Missoula, Montana, and operates out of 854 offices in the United States. Overall, Thrivent Investment Management Inc oversees $11 billion in assets across 33,764 accounts and employs more than 3,494 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 7,057 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 17% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Thrivent Investment Management Inc offers financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1001 Sw Higgins Ste 201
Missoula, MT 59801

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$11,272,695,425

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

3,494

MT Average: 157
Total Number of Accounts

33,764

MT Average: 8,262
Average Account Size

$333,867

MT Average: $640,173

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Investment Advisory Services

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

Julie Kieckbusch Jones Work History

Julie has 13 years of experience.

2016 - Present (5 years)

Thrivent Financial

2015 - Present (6 years)

Thrivent Investment Management Inc

2015 - 2016 (1 year)

Thrivent Financial

2012 - 2014 (2 years)

Glacier Country Tourism

2009 - 2014 (5 years)

Missoula County Public Schools

2007 - 2015 (8 years)

American Red Cross

Disclosures

Julie Kieckbusch Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Thrivent Investment Management Inc

Bryan Davis
Angleton, TX
Eran Jennings
Nashville, TN
Tara Manson
Mason City, IA
Edward Lockett
Lexington, KY
Harold Goedgedrag
Granite Falls, MN
Kay Anderson
Iola, WI
Erland Porter
Carmel, IN
Michael Smith
Alpharetta, GA

This content was compiled from the SEC and FINRA.

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