Jeff Robert Dunkel

Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → Present
  Thrivent Investment Management Inc
  Minneapolis, MN
• 01/2008 → Present
  Thrivent Financial For Lutherans
  Appleton, WI

Other Businesses

THE CROSSINGS CONDO HOMEOWNER'S ASSOCIATION POSITION: Board Member NATURE: I am a board member serving my second two-year term. I attend monthly meetings consisting of open forums with residents and meetings with the management company responsible for our building. We vote on relevant topics such as building maintenance, complaint resolutions, and capital projects as applicable. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 121 Washington Ave So., Minneapolis MN 55401, United States DESCRIPTION: Voting member of homeowner's board serving a two year term. Relevant items voted on include building maintenance, customer service, and capital projects. No one board member has complete authority as a quorum is necessary to run a meeting and a majority vote is needed to pass any items put to a vote.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-14
• S65 Uniform Investment Adviser Law Examination
  2000-08-16
• S63 Uniform Securities Agent State Law Examination
  1988-04-27

Designations

• Certified Financial Planner

Other Names

• Jeffrey Robert Dunkel