David Jensen, financial advisor Greenville WI
93 score

David Jensen

CRD Number: 5391883
Current Firm: Thrivent Investment Management Inc.

David Jensen (CRD# 5391883) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Greenville, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Investment Management Inc. Greenville, WI Jul 2007 - Current 9
Thrivent Financial For Lutherans Appleton, WI Jul 2007 - Current 9
Aramark Menasha, WI Apr 2006 - Jul 2007 1
Concordia University Mequon, WI Jun 2006 - Apr 2007 < 1
Ad Missions LLC Sheboygan, WI Jan 2005 - Apr 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for David R. Jensen
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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