Jeremy Newgard (CRD# 5341244) is an Investment Advisor Representative working at Thrivent Asset Management, LLC in Minneapolis, MN and has over 9 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 1506077
Abens Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Distributors LLC | Minneapolis, MN | Mar 2022 - Current | 2 |
| Thrivent Financial | Appleton, WI | Mar 2022 - Current | 2 |
| Rock Harbor LLC | Birmingham, AL | May 2020 - Current | 4 |
| Foreside Fund Services, LLC | Birmingham, AL | May 2020 - Current | 4 |
| Unemployed | Birmingham, AL | Dec 2019 - May 2020 | < 1 |
| Hartford Funds Distributors, LLC | Wayne, PA | Mar 2018 - Dec 2019 | 1 |
| Ivy Funds Distributor Inc. | Overland Park, KS | Dec 2009 - Mar 2018 | 8 |
| Waddell & Reed, Inc. | Overland Park, KS | Jun 2008 - Mar 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- MN
-
Total Assets Under Management30,311MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$918,513,807
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Other
MN, WI
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