J. Adam SwarrCRD Number: 5993607
Current Firm: Thrivent Investment Management Inc.
J. Adam Swarr (CRD# 5993607) is an Financial Associate working at Thrivent Financial in Elizabethtown, PA and has over 5 years of experience in the finance industry.
Thrivent Financial is a not-for-profit, membership organization of Christians – and we're starting a new conversation about money. We see money as a tool, not a goal. Our unique approach to blending faith, finances and generosity helps our members thrive, but that's only part of our story. We also support programs that help build stronger families, churches and communities. You could call it a fresh way to think about money. We call it The Thrivent Way. We create financial strategies that help Christians be wise with money and live generously. We offer a broad range of financial products and services, including life insurance, annuities and mutual funds, plus tailored guidance from financial representatives nationwide. For more than a century, we've helped our member-owners show God's love to others by being good stewards of the gifts they've been given..
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
Red Wave Investments
|Thrivent Financial For Lutherans||Appleton, WI||May 2013 - Current||4|
|Thrivent Investment Management Inc.||Elizabethtown, PA||Mar 2013 - Current||4|
|Thrivent Financial For Lutherans||Appleton, WI||Mar 2013 - May 2013||< 1|
|Metlife Securities, Inc.||Camp Hill, PA||Oct 2011 - Mar 2013||1|
|Pnc Bank||Lancaster, PA||Oct 2005 - Nov 2007||2|
|Exam Code||Name||Passed Date|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Nov 2011|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
|S7||General Securities Representative Examination (GS)||May 2012|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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