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Jeremy Strand

20 Years of Experience
Mayville, ND
Broker

Jeremy Strand is a registered investment advisor at Thrivent Investment Management INC., based in Mayville, ND, with 20 years of industry experience. Jeremy 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

35 1/2 Main St W, Mayville, ND, 58257

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeremy works for C & T Moen Farms in the spring and fall, and is paid hourly. He also owns a cattle ranch, is a board member for Pirate Girls Hockey, and is a board member for Trail County Farm Bureau, dedicating minimal time to the latter two.

Employment History
Current Registrations
Thrivent Investment Management INC.
April 2006 - Present · 20 yrs 1 mo
Thrivent Investment Management INC.Broker
March 2006 - Present · 20 yrs 2 mos
Thrivent Investment Management INC.
March 2006 - Present · 20 yrs 2 mos
State Registrations7 states
AZCTMNMTNDPATX
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.