Jonathan
Leonard

Thrivent Investment Management Inc

CRD#6047128
Investment Advisor
in Waupun, WI

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About this Advisor

Jonathan Leonard is a financial advisor based in Waupun, Wisconsin, working with Thrivent Investment Management Inc. Jonathan has previously held positions at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Jonathan is part of Thrivent Investment Management Inc, which operates out of Waupun, Wisconsin. The firm has 1,111 offices and 3,596 employees. The firm manages assets totaling $14.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Thrivent Investment Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

407 E Main St
Waupun, WI 53963

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

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

3,596

WI Average: 157
Total Number of Accounts

42,439

WI Average: 8,262
Average Account Size

$349,060

WI Average: $640,173

Investment Advisory Services

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

Jonathan Leonard Work History

2013 - Present (11 years)

Thrivent Investment Management Inc

2013 - Present (11 years)

Thrivent Financial For Lutherans

Disclosures

Please visit the SEC profile of Jonathan Leonard 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

Toniette Flint
Watertown, WI
Kevin White
Blue Springs, MO
Grant Mengel
Schenectady, NY
Benjamin Tamms
Waukesha, WI
Rachel French
Astoria, OR
Justin Keeler
Federal Way, WA
Simon Blattstein
Schenectady, NY
James Dugan
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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