Jeffrey Alan Losh

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

• 04/2004 → Present
  Thrivent Invesment Management Inc
  Fort Collins, CO
• 04/2004 → Present
  Thrivent Financial For Lutherans
  Appleton, WI

Other Businesses

TRAIL RIDGE PROPERTIES POSITION: Owner NATURE: Owner occupied real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2011 ADDRESS: 2956 Ginnala Drive, Loveland CO 80538, United States DESCRIPTION: Collect rent payments from additional tenants in the building. LOVELAND HIGH SCHOOL BASEBALL JV COACH POSITION: Assistant Coach NATURE: High School Baseball team - will serve as assistant JV Coach INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 0 START DATE: 02/25/2024 ADDRESS: 800 S. Taft Ave, Loveland CO 80537, United States DESCRIPTION: Helping to instruct JV players, manage dugout during games and help run practices

Exams

• S66 Uniform Combined State Law Examination
  2007-12-06