Jodi Gibson (CRD# 5423075) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Hudson, WI and has over 9 years of experience in the finance industry.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2773901
Edward Jones
CRD# 1246048
Thrivent Advisor Network, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Hudson, WI | Apr 2023 - Current | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Apr 2023 | 1 |
| Bridge Investment Group Ltd. Dba Bridge Investment Group | Hudson, WI | Aug 2012 - Apr 2023 | 10 |
| Voya Financial Advisors, Inc. | Hudson, WI | Sep 2014 - Jun 2021 | 6 |
| Ing Financial Partners | Hudson, WI | Jul 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- WI
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Total Assets Under Management7,343MILLIONS
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Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, 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, 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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