Jonathan Munson, financial advisor Sterling Heights MI
90 score

Jonathan Munson

CRD Number: 5896138
Current Firm: Thrivent Investment Management Inc.

Jonathan Munson (CRD# 5896138) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sterling Heights, MI 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 Mar 2014 - Current 2
Thrivent Investment Management Inc. Sterling Heights, MI Mar 2011 - Current 5
Thrivent Financial For Lutherans Appleton, WI Jun 2011 - Mar 2014 2
Peace Lutheran Church Hartford, WI May 2007 - Apr 2011 3
Scot Pump Cedarburg, WI Jun 2004 - May 2007 2
Graduate Student - Wisconsin Lutheran Seminary Mequon, WI May 2003 - May 2007 4
Faith Lutheran Church Fond Du Lac, WI Jun 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Jonathan L. Munson
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • MI
  • OK
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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