Jessica
Berg
Thrivent Investment Management Inc
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About this Advisor
Jessica Berg is a financial advisor based in Eau Claire, Wisconsin with 3 years of industry experience. Berg is currently employed by Thrivent Investment Management Inc. Their career trajectory has included roles at Allianz Life Insurance Company Of North America, Aaron Carlson Corporation, University Of Wisconsin - Stout, Recreation Department, Xperience Fitness, Student, Royal Credit Union, Invest Financial Corp, Lpl Financial LLC, Thrivent Investment Management Inc and Thrivent Financial. Berg has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Wisconsin. Thrivent Investment Management Inc is a registered investment firm that has its headquarters in Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 advisors. It manages $13 billion in total assets across its 40,990 accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 40,990 accounts, just 13% are associated with high-net-worth clients who have at least $1 million in assets. The business has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on which services are offered. Fee types billed by Thrivent Investment Management Inc can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrivent Investment Management Inc Brokerage Details
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$12,490,022,666
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,548
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40,990
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$304,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jessica Berg Work History
Jessica has been registered as a financial advisor for 3 years.*
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Royal Credit Union
Lpl Financial LLC
Invest Financial Corp
Allianz Life Insurance Company Of North America
Aaron Carlson Corporation
Xperience Fitness
University Of Wisconsin - Stout, Recreation Department
Student
*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 Jessica Berg 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
Bloomingdale, IL
Stevens Point, WI
Albertville, MN
Colorado Springs, CO
Appleton, WI
Minneapolis, MN
Mondovi, WI
Sioux Falls, SD
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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