Jeffrey Schwingler, financial advisor Shakopee MN
93 score

Jeffrey Schwingler

CRD Number: 5894909
Current Firm: Thrivent Investment Management Inc.

Jeffrey Schwingler (CRD# 5894909) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Shakopee, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Jun 2011 - Current 5
Thrivent Investment Management Inc. Shakopee, MN Apr 2011 - Current 5
Unemployed Prior Lake, MN Dec 2009 - Mar 2011 1
Liberty Diversified Industries New Hope, MN Aug 1999 - Dec 2009 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Jeffrey P. Schwingler
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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