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Jody Lea Bancroft

Thrivent Investment Management Inc.

Appleton, WI

Oshkosh, WI

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Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-02-07
  • WI RA
    APPROVED
    Since 2022-02-07

Branch Locations

4321 N Ballard Rd, Appleton, WI 54919-0001 • United States

Oshkosh, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Financial For Lutherans Appleton WI 07/2002 01/2022
Thrivent Investment Management Inc Appleton WI 07/2002 Present
Thrivent Financial Appleton WI 01/2022 Present
  • 07/2002 → 01/2022
    Thrivent Financial For Lutherans
    Appleton, WI
  • 07/2002 → Present
    Thrivent Investment Management Inc
    Appleton, WI
  • 01/2022 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-04
S63 Uniform Securities Agent State Law Examination 1998-07-20
  • S65 Uniform Investment Adviser Law Examination
    2022-02-04
  • S63 Uniform Securities Agent State Law Examination
    1998-07-20
Other Names
  • Jody Lea Geiger
  • Jody Lea Geiger

View on SEC IAPD

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Other Offices

MORGAN STANLEY · APPLETON, WI
PRIVATE CLIENT SERVICES, LLC · Appleton, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI
KAMKO FINANCIAL · APPLETON, WI
ASC 401(K) MANAGEMENT · APPLETON, WI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · APPLETON, WI
CREATIVEONE SECURITIES, LLC · Appleton, WI
OSAIC WEALTH, INC. · APPLETON, WI

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