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Mary Jo Franks Boswell

Thrivent Investment Management Inc.

Mentor, OH

Mentor, OH

CRD 5472632

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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:

Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2008-03-14
  • OH RA
    APPROVED
    Since 2008-03-14

Branch Locations

7351 Center Street, Mentor, OH 44060 • United States

Mentor, OH • 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 Investment Management Inc Mentor OH 01/2008 Present
Thrivent Financial For Lutherans Appleton WI 01/2008 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-12
  • S66 Uniform Combined State Law Examination
    2008-03-12
Other Names
  • Maryjo Franks-Boswell

View on SEC IAPD

Nearby Firms

CARVER FINANCIAL SERVICES INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LAKERIDGE WEALTH MANAGEMENT LLC

Nearby Investors

BOBBI JOANN BRUNER
SARA ANN O'NEIL
JAMES LEONARD LAMAR

Nearby Offices

CARVER FINANCIAL SERVICES INC · MENTOR, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MENTOR, OH
CARVER FINANCIAL SERVICES INC · MENTOR, OH

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