James Allen, financial advisor Downers Grove IL

James Allen

CRD Number: 2392106
Current Firm: Thrivent Investment Management Inc.

James Allen (CRD# 2392106) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Downers Grove, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Jun 2015 - Current 8
Thrivent Investment Management Inc. Downers Grove, IL Jan 2015 - Current 9
Thrivent Financial Appleton, WI Apr 2015 - Jun 2015 < 1
Allen Insurance Agency Westmont, IL Aug 2012 - Apr 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for James J. Allen
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    12,490
    MILLIONS
  • Total Number of Accounts
    40,990
    ACCOUNTS
  • Average Account Value
    $304,709
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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