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Jason Willms

Thrivent Investment Management Inc.

Cedarburg, 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 2021-01-11
  • WI RA
    APPROVED
    Since 2021-01-11

Branch Locations

236 Hamilton Rd, Cedarburg, WI 53012 • 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
Carr Services Cedarburg WI 09/2020 01/2021
Unemployed Mequon WI 07/2020 08/2020
Us Bank Milwaukee WI 02/2020 06/2020
Us Bank Milwaukee WI 06/2017 01/2020
Uw-Milwaukee Milwaukee WI 05/2015 05/2017
Thrivent Investment Management Inc Cedarburg WI 11/2020 Present
Carr Services - Thrivent Financial Appleton WI 01/2021 Present
  • 09/2020 → 01/2021
    Carr Services
    Cedarburg, WI
  • 07/2020 → 08/2020
    Unemployed
    Mequon, WI
  • 02/2020 → 06/2020
    Us Bank
    Milwaukee, WI
  • 06/2017 → 01/2020
    Us Bank
    Milwaukee, WI
  • 05/2015 → 05/2017
    Uw-Milwaukee
    Milwaukee, WI
  • 11/2020 → Present
    Thrivent Investment Management Inc
    Cedarburg, WI
  • 01/2021 → Present
    Carr Services - Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-08
  • S66 Uniform Combined State Law Examination
    2021-01-08

View on SEC IAPD

Other Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FOUNDERS FINANCIAL SECURITIES LLC
J. W. COLE ADVISORS, INC.
HARBOUR INVESTMENTS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PJS INVESTMENT MANAGEMENT
U.S. BANCORP ADVISORS, LLC

Other Investors

STEVEN MATTHEW CLASEN
KIM MARIE CLARK
CHRIS CRAIN
PETER KOBIN
PATRICK WILLIAM HERKERT
Betty Jane Wellhoefer Hill
DAVID JOHN PAGEL
DAVID ALLAN PAGEL

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · CEDARBURG, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CEDARBURG, WI
FOUNDERS FINANCIAL SECURITIES LLC · Cedarburg, WI
J. W. COLE ADVISORS, INC. · Cedarburg, WI
HARBOUR INVESTMENTS, INC. · Cedarburg, WI
EDWARD JONES · CEDARBURG, WI
EDWARD JONES · CEDARBURG, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedarburg, WI

More in Cedarburg, WI

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