Julie Kieckbusch Jones (CRD# 6548242) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Missoula, MT and has over 8 years of experience in the finance industry.
CRD# 4311023
Osaic Wealth, Inc.
CRD# 2588017
Osaic Wealth, Inc.
CRD# 1549284
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Feb 2016 - Current | 8 |
| Thrivent Investment Management Inc. | Missoula, MT | Sep 2015 - Current | 8 |
| Thrivent Financial | Appleton, WI | Dec 2015 - Feb 2016 | < 1 |
| American Red Cross | Missoula, MT | Apr 2007 - Nov 2015 | 8 |
| Missoula County Public Schools | Missoula, MT | Oct 2009 - Oct 2014 | 5 |
| Glacier Country Tourism | Missoula, MT | Dec 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- MT
-
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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