JW
JW

Jenna Wolff

2 Years of Experience
Minnetonka, MN
Broker

Jenna Wolff is a registered investment advisor at Thrivent Investment Management INC., based in Minnetonka, MN, with 2 years of industry experience. Jenna 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

10900 Wayzata Blvd, Minnetonka, MN, 55305

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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

Jenna is dually registered with Thrivent Advisor Network, LLC and Thrivent Investment Management, Inc. She also works as a banquet server at Woodhill Country Club, dedicating about 10-20% of her time to this non-investment related activity.

Employment History
Current Registrations
Thrivent Investment Management INC.Broker
September 2024 - Present · 1 yr 10 mos
Thrivent Advisor Network, LLC
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2024 - September 2024 · 5 mos
Ameriprise Financial Services, LLC
October 2023 - March 2024 · 5 mos
Ameriprise Financial Services, LLCBroker
September 2023 - March 2024 · 6 mos
State Registrations1 state
MN
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.
Jenna Wolff - Financial Advisor | TrueAdvisor