Jamie Heise (CRD# 4821992) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fond Du Lac, WI and has over 19 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 2186552
Commonwealth Financial Network
CRD# 2042816
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial For Lutherans | Appleton, WI | Aug 2004 - Current | 19 |
| Thrivent Investment Managment Inc. | Fond Du Lac, WI | Jun 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- WI
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- 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, WY
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