James Schwalenberg, financial advisor Columbus NE

James Schwalenberg

CRD Number: 1760296
Current Firm: Thrivent Investment Management Inc.

James Schwalenberg (CRD# 1760296) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Columbus, NE and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Jul 2002 - Current 21
Thrivent Investment Management Inc. Columbus, NE Jul 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for James A. Schwalenberg
Phone Number: 800-847-4836
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    12,490
    MILLIONS
  • Total Number of Accounts
    40,990
    ACCOUNTS
  • Average Account Value
    $304,709
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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