Jonathan Munson (CRD# 5896138) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sterling Heights, MI and has over 12 years of experience in the finance industry.
CRD# 4718596
Law Office Of Kevin Adams, Pllc
CRD# 6679672
Center For Financial Planning Inc.
CRD# 6182637
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial For Lutherans | Appleton, WI | Mar 2014 - Current | 10 |
| Thrivent Investment Management Inc. | Sterling Heights, MI | Mar 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- MI
- OK
- TX
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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