Joel MerrittCRD Number: 6382528
Current Firm: Thrivent Investment Management Inc.
Joel Merritt (CRD# 6382528) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Muskego, WI and has over 2 years of experience in the finance industry.
Jordan Financial Life Planning
Financial Service Group Inc.
Fortress Planning Group
|Thrivent Investment Management Inc.||Muskego, WI||Jan 2016 - Current||1|
|Thrivent Financial||Appleton, WI||Jan 2016 - Current||1|
|Ameriprise Financial Services Inc.||Union Grove, WI||Aug 2014 - Jan 2016||1|
|Uw-parkside||Kenosha, WI||Nov 2012 - Jul 2014||1|
|Uw-parkside||Kenosha, WI||Sep 2011 - Jul 2014||2|
|Tcf Bank||Racine, WI||Mar 2014 - Jun 2014||< 1|
|Uw-parkside||Kenosha, WI||Sep 2013 - Jun 2014||< 1|
|Uw-parkside||Kenosha, WI||Sep 2013 - Dec 2013||< 1|
|First Reformed Church||Cedar Grove, WI||May 2013 - Aug 2013||< 1|
|The Belgium House||Belgium, WI||Dec 2012 - Aug 2013||< 1|
|Deano's Steakhouse||Belgium, WI||Dec 2010 - Dec 2012||2|
|First Reformed Church||Cedar Grove, WI||Jun 2012 - Aug 2012||< 1|
|Cedar Grove-belgium High School||Cedar Grove, WI||Sep 2007 - Jun 2011||3|
|Cedar Grove-belgium Middle School||Cedar Grove, WI||Sep 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
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
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