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Jerry Reimer

38 Years of Experience
Bradenton, FL
2 DisclosuresBroker

Jerry Reimer is a registered investment advisor at Thrivent Investment Management INC., based in Bradenton, FL, with 38 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.

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Location

Bradenton, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2016
Final
Customer Dispute
February 2009
Denied
Employment History
Current Registrations
Thrivent Investment Management INC.
August 2004 - Present · 21 yrs 11 mos
Thrivent Investment Management INC.Broker
March 1988 - Present · 38 yrs 4 mos
State Registrations2 states
FLVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jerry Reimer - Financial Advisor | TrueAdvisor