Mary Jo BoswellCRD Number: 5472632
Current Firm: Thrivent Investment Management Inc.
Mary Jo Boswell (CRD# 5472632) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mentor, OH and has over 9 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Jeffrey A Bogart Investment Advisor
|Thrivent Investment Management Inc.||Mentor, OH||Jan 2008 - Current||9|
|Thrivent Financial For Lutherans||Appleton, WI||Jan 2008 - Current||9|
|Dollar Bank||Painesville, OH||Oct 2002 - Jan 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- 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