Jennifer
Bahr

Thrivent Investment Management Inc

CRD#5519382
Investment Advisor
in Puyallup, WA

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About this Advisor

Jennifer Bahr is a financial advisor working out of Puyallup, Washington, who has 6 years of relevant experience. Bahr works at Thrivent Investment Management Inc. Throughout their career, they have worked at National Planning Corporation, Investors Portfolio Services LLC, United Planners Financial Services, Jennifer Bahr, Thrivent Investment Management Inc and Thrivent Financial. Bahr holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Texas and Washington. Thrivent Investment Management Inc is an advisory company operating out of Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 advisors. It administers $13 billion in total assets across its 40,990 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 40,990 client accounts, just 13% are held by high-net-worth clients who have more than $1 million in assets. The company offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees vary depending on which service is provided. Fee types charged by Thrivent Investment Management Inc most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

437 29Th St Ne
Puyallup, WA 98372

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

WA Average: 157
Total Number of Accounts

40,990

WA Average: 8,262
Average Account Size

$304,709

WA Average: $640,173

Investment Advisory Services

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

Jennifer Bahr Work History

Jennifer has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Thrivent Investment Management Inc

2017 - Present (7 years)

Thrivent Financial

2017 - 2017 (< 1 year)

Thrivent Financial

2016 - 2017 (1 year)

United Planners Financial Services

2013 - 2017 (4 years)

Investors Portfolio Services LLC

2011 - 2017 (6 years)

Jennifer Bahr

2008 - 2016 (8 years)

National Planning Corporation

*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 Jennifer Bahr 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

Jason Eden
Bloomingdale, IL
Nick Goins
Scottsdale, AZ
Paul Hawkins
Blue Springs, MO
Justin Bettinger
Albertville, MN
Tanya Dean
Mondovi, WI
Karen Newquist
Madison, WI
Julie Pressnell
Tampa, FL
Melissa Murphy
Appleton, WI

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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