Jonathan
Leonard
Thrivent Investment Management Inc
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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
Services Offered
Fee Structure
Office Location
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Thrivent Investment Management Inc Brokerage Details
$14,813,761,600
3,596
42,439
$349,060
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonathan Leonard Work History
Thrivent Investment Management Inc
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
Watertown, WI
Blue Springs, MO
Schenectady, NY
Waukesha, WI
Astoria, OR
Federal Way, WA
Schenectady, NY
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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