Jerry SundeCRD Number: 7069624
Current Firm: Thrivent Investment Management Inc.
Jerry Sunde (CRD# 7069624) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Golden Valley, MN and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Wealth Enhancement Advisory Services, LLC
U.s. Bancorp Investments, Inc.
|Thrivent Financial||Appleton, WI||Oct 2019 - Current||3|
|Thrivent Investment Management Inc.||Golden Valley, MN||Mar 2019 - Current||3|
|Thrivent Financial||Appleton, WI||Aug 2019 - Oct 2019||< 1|
|Medtronic Plc||Moundsview, MN||Dec 2015 - Aug 2019||3|
|Donaldson Company||Bloomington, MN||Jan 2014 - Dec 2015||1|
|University Of St. Thomas||Minneapolis, MN||Sep 2012 - Aug 2014||1|
|Mphasis||Minneapolis, MN||Aug 2013 - Jan 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management13,498MILLIONS
Total Number of Accounts36,159ACCOUNTS
Average Account Value$373,299
- 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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