Jessica Roque Berg

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

• 06/2019 → 03/2020
  Royal Credit Union
  Eau Claire, WI
• 03/2016 → 02/2018
  Invest Financial Corp.
  Tampa, FL
• 02/2018 → 06/2019
  Lpl Financial Llc
  Eau Claire, WI
• 03/2020 → Present
  Thrivent Investment Management Inc
  Eau Claire, WI
• 04/2020 → 07/2020
  Thrivent Financial
  Appleton, WI
• 07/2020 → Present
  Thrivent Financial
  Appleton, WI

Previous Registrations

• 2018-02-14 → 2019-06-03
  Lpl Financial Llc
  Eau Claire, WI
  Eau Claire, WI
• 2016-05-27 → 2018-02-14
  Invest Financial Corporation
  Eau Claire, WI

Other Businesses

BERG FARM POSITION: Owner NATURE: Hobby farm, sale of cattle and other livestock, and land rental for crops INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2019 ADDRESS: N42515 County Road E, Osseo WI 54758, United States DESCRIPTION: Record keeping and marketer BERG PROPERTY INVESTMENTS LLC POSITION: Office Manager NATURE: My husband Kevin Berg and I have set up an LLC in anticipation of purchasing property in the near future. The properties will include commercial and residential producing income from renters. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: N42515 County Road E, Osseo WI 54758, United States DESCRIPTION: The LLC is technically set up under my husband Kevin Bergs name who will be the one selecting properties. I will help him list availability and communicate with renters.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-27
• S63 Uniform Securities Agent State Law Examination
  2015-05-12

Other Names

• Jessica Alexandra Roque
• Jessica Roque
• Jessica Berg
• Jessica Alexandra Roque