Conor
Jonasson
Thrivent Advisor Network, LLC
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About this Advisor
Conor Jonasson is a certified financial planner who works out of New Berlin, Wisconsin with a total of 1 year of relevant experience. Jonasson currently works for Thrivent Advisor Network, LLC. During their career, the advisor has held roles at Interactive Financial Advisors, Diversified Management, Inc, Partnership Bank, Choice Financial, Auroa University, Dakota Fence and Thrivent Advisor Network, LLC. Jonasson maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Wisconsin. Thrivent Advisor Network, LLC is an advisory company based out of Minneapolis, MN. It has offices in 34 locations and a total of 134 advisors. It controls $5 billion in total assets across its 26,501 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 17 charitable organizations. Of its 26,501 customer accounts, just 11% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Thrivent Advisor Network, LLC has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services are provided. However, fees billed by Thrivent Advisor Network, LLC likely include some blend of 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
Conor Jonasson Work History
Conor has been registered as a financial advisor for 1 years.*
Thrivent Advisor Network, LLC
Interactive Financial Advisors
Diversified Management, Inc
Partnership Bank
Choice Financial
Auroa University
Dakota Fence
*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 Conor Jonasson 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
Minneapolis, MN
Denver, CO
Minneapolis, MN
Camp Hill, PA
Minneapolis, MN
Denver, CO
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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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.
