Jennifer Ann Dewolfe

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

• 01/2013 → Present
  Thrivent Investment Management Inc
  Oneida, IL
• 05/2013 → Present
  Thrivent Financial For Lutherans
  Appleton, WI

Other Businesses

KNOX COUNTY PUBLIC SCHOOLS POSITION: Substitute Teacher NATURE: educating students in grades PreK-12th INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2009 ADDRESS: 121 S Prairie, Galesburg IL 61401 DESCRIPTION: In keeping my early childhood teaching certificate active, I willbe listed as a substitute teacher for the area school districts. When called, I will manage a classroom or several class periods of students in a wide variety of subjects. I am currently not planning to sub, but may if called for an emergency/special circumstance. GREAT BALLOON RACE POSITION: Board Member/Co-Treasurer NATURE: The Great Balloon Race is a 501c3 organization that funds, promotes, and runs and annual hot air balloon event in Galesburg, IL INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2015 ADDRESS: 136 N Ivan, Galesburg IL 61401, United States DESCRIPTION: As a board member, I attend monthly meetings, helping with planning of the annual event and any fundraisers we do. I also am co-treasurer and report the finances to the board, but am not a signer on any of the bank accounts. DEWOLFE HOLDINGS LLC POSITION: Owner NATURE: I created an LLC to hold ownership of the building I purchased where my office is located. There is one other tenant in the same building. My Thrivent business and the other tenant both rent space in the building from the LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/09/2022 ADDRESS: 451 N Henderson St, Galesburg IL 61401, United States DESCRIPTION: I manage the leasing of the building to my own Thrivent business and the salon next door. This includes collecting rent owed as well as paying for expenses for the building. ONEIDA TELEPHONE EXCHANGE POSITION: Director NATURE: Oneida Telephone is made up of Oneida Telephone Exchange, Oneida Network Services, Oneida Cablevision, and Oneida Communications. It is a small independent telephone company that is a competitive local exchange carrier company providing phone, internet and cable services to our small city of Oneida and the surrounding rural area. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2022 ADDRESS: 129 US 34, Oneida IL 61467, United States DESCRIPTION: I will be part of an 8 member board that meets monthly to oversee the Oneida Network Services, Oneida Telephone Exchange, Oneida Cablevision, and Oneida Communications. I will oversee reports, approve bills, and attend annual shareholder meeting and well as conferences.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-04

Other Names

• Jennifer Ann Lipe
• Jennifer Ann Lipe
• Jennifer Ann Sperry