Jeremy Sperl (CRD# 7238479) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Medford, WI and has over 3 years of experience in the finance industry.
CRD# 5555164
Edward Jones
CRD# 5764891
Thrivent Investment Management Inc.
CRD# 2880564
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Apr 2021 - Current | 3 |
| Thrivent Investment Management Inc. | Medford, WI | Oct 2020 - Current | 3 |
| Thrivent Financial | Appleton, WI | Nov 2020 - Apr 2021 | < 1 |
| Unemployed | Medford, WI | Sep 2020 - Oct 2020 | < 1 |
| Masonite | Marshfield, WI | Oct 2018 - Sep 2020 | 1 |
| Unemployed | Medford, WI | Aug 2018 - Oct 2018 | < 1 |
| Linetec | Wausau, WI | Sep 2016 - Aug 2018 | 1 |
| Unemployed | Medford, WI | Jul 2016 - Sep 2016 | < 1 |
| Weather Shield | Medford, WI | Dec 2015 - Jul 2016 | < 1 |
| Nestle | Medford, WI | Apr 2015 - Dec 2015 | < 1 |
| Liberty Tire | Auberndale, WI | Feb 2015 - Apr 2015 | < 1 |
| Nestle Pizza | Medford, WI | Mar 2008 - Feb 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- 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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