Jennifer Sue Torgrude

Current Employers

Employment History

• 10/2014 → 04/2017
  The Bridges Of Appleton
  Appleton, WI
• 06/2017 → 01/2020
  Thrivent Investment Management Inc
  Appleton, WI
• 04/2017 → 01/2020
  Thrivent Financial
  Appleton, WI
• 01/2020 → 02/2025
  Massmutual Life Insurance Company
  Kimberly, WI
• 01/2020 → 01/2025
  Mml Investors Services, Llc
  Kimberly, WI
• 01/2025 → Present
  Principal Life Insurance Co
  Neenah, WI
• 02/2025 → Present
  Principal Securities Inc
  Neenah, WI
• 02/2025 → Present
  Synergy Advisory Group
  Neenah, WI

Previous Registrations

• 2022-12-07 → 2025-02-03
  Mml Investors Services, Llc
  Neenah, WI
  Kimberly, WI

Other Businesses

**SYNERGY ADVISORY GROUP (DBA) POSITION: Special Needs Financial Planner NATURE: Fee-based Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 02/01/2025 ADDRESS: 711 Deerwood Avenue, Neenah WI 54956, United States DESCRIPTION: Seminars/Educational Workshops - Target market is families who have a loved one with disabilities and also prospects/clients who would like assistance with financial goals. Some clients will choose to engage in fee for planning and all of those disclosures will be sent as appropriate. Others will choose to engage in a transactional relationship and product recommendations will be tailored to their particular needs and circumstances - life, disability, annuities, long term care, investments. **INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/29/2025 ADDRESS: 711 Deerwood Avenue, Neenah WI 54956-1601, United States DESCRIPTION: Sales of fixed products through various vendors including fixed annuities, fixed life, disability income, long term care, health, medical and group benefits. **NONE / Caregiver POSITION: Caregiver NATURE: Caregiver to adult disabled son INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 5 START DATE: 03/11/2025 ADDRESS: 3632 S. Christopher Ct., Appleton WI 54915, United States DESCRIPTION: Paid to provide care to adult disabled son through the IRIS program. **DOWN SYNDROME ASSOCIATION OF WISCONSIN - FOX CITIES POSITION: Advisory Board President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 04/23/2024 ADDRESS: 526 W. Wisconsin Avenue, Appleton WI 54911, United States DESCRIPTION: Advisory Board President - attend monthly meetings and also subcommittee meetings that include Walk Committee, Fundraising, Building, Programming and Budget. DSAW Fox Cities provides programming and services to individuals with Down syndrome and other intellectual disabilities. Jennifer is involved in discussions about investing but has removed herself from voting on these decisions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-21
• S63 Uniform Securities Agent State Law Examination
  2017-07-10

Other Names

• Jennifer Torgrude
• Jennifer Arvedson
• Jennifer Sue Brownell