Jody McDonough, financial advisor Roseville MN
93 score

Jody McDonough

CRD Number: 1336136
Current Firm: Thrivent Investment Management Inc.

Jody McDonough (CRD# 1336136) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Roseville, MN and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Nov 2012 - Current 4
Thrivent Investment Management Inc. Roseville, MN Sep 2012 - Current 4
Thrivent Financial For Lutherans Appleton, WI Sep 2012 - Nov 2012 < 1
Wells Fargo Advisors LLC Saint Paul, MN Jan 2011 - Aug 2012 1
Wells Fargo Investments LLC Saint Paul, MN Jun 2009 - Jan 2011 1
Wells Fargo Investments LLC St. Paul, MN Apr 2005 - Jun 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for Jody K. McDonough
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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