Jordan
Westphal

Thrivent Investment Management Inc

CRD#6066904
Investment Advisor
in Appleton, WI

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About this Advisor

Jordan Westphal is a financial advisor working out of Appleton, Wisconsin, who has been in the advisory business for 10 years. Westphal works at Thrivent Investment Management Inc. Over the course of their career, Westphal has held roles at Sii Investments, Sparknet Interactive, Kay Distruibuting, Copps Food Center, Thrivent Financial and Thrivent Investment Management Inc. Westphal holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Wisconsin. Thrivent Investment Management Inc is a business that has its headquarters in Appleton, Wisconsin. The company has offices in 854 locations and a total of 3,494 financial advisors. It handles $11 billion in total assets across its 33,764 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 33,764 customer accounts, 17% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely are based on which service is provided. Fees charged by Thrivent Investment Management Inc likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

4321 N Ballard Rd
Appleton, WI 54919-0001

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$11,272,695,425

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

3,494

WI Average: 157
Total Number of Accounts

33,764

WI Average: 8,262
Average Account Size

$333,867

WI Average: $640,173

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Investment Advisory Services

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

Jordan Westphal Work History

Jordan has 10 years of experience.

2018 - Present (3 years)

Thrivent Financial

2018 - Present (3 years)

Thrivent Investment Management Inc

2012 - 2018 (6 years)

Sii Investments

2011 - 2012 (1 year)

Sparknet Interactive

2010 - 2011 (1 year)

Kay Distruibuting

2010 - 2011 (1 year)

Copps Food Center

Disclosures

Jordan Westphal has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Thrivent Investment Management Inc

Jeremy Cox
Knoxville, TN
Robert Seda
Henderson, TN
Timothy Richmond
Appleton, WI
Christopher Perkins
Winona, MN
Tyler Jones
Escondido, CA
Cody Pfaff
Bad Axe, MI
Erica Montoya
San Antonio, TX
Alasa Harper
Carmel, IN

This content was compiled from the SEC and FINRA.

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