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JM

Jeffrey D. Mcginley

THRIVENT ADVISOR NETWORK
Minneapolis, MN 55415
Some features on this profile are disabled
CRD#: 4931355
JM

Professional summary

Jeffrey Dennis Mcginley, who also goes by Jeffrey Dennis Mcginley, Jeffrey D Mcginley, is a registered financial advisor currently at THRIVENT ADVISOR NETWORK, LLC located in Minneapolis, Minnesota and THRIVENT INVESTMENT MANAGEMENT INC. located in Minneapolis, Minnesota.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jeffrey has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeffrey Dennis Mcginley | Jeffrey D Mcginley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Dennis Mcginley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 26, 2025 - Present

THRIVENT ADVISOR NETWORK, LLC

Office #1: 600 Portland Avenue South, Minneapolis, MN 55415
RIA
CRD#: 304569
Minneapolis, MN
Current

September 19, 2025 - Present

THRIVENT INVESTMENT MANAGEMENT INC.

Office #1: 600 Portland Ave S, Minneapolis, MN 55415
RIA
BD
CRD#: 18387
Minneapolis, MN
Past

August 14, 2023 - April 29, 2025

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
SAINT PAUL, MN
Past

August 14, 2023 - April 29, 2025

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SAINT PAUL, MN
Past

August 14, 2023 - April 29, 2025

CETERA ADVISORS LLC

BD
CRD#: 10299
SAINT PAUL, MN
Past

August 10, 2023 - April 29, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
ST PAUL, MN
Past

August 10, 2023 - April 29, 2025

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SAINT PAUL, MN
Past

January 15, 2014 - November 8, 2021

CRI SECURITIES, LLC

RIA
CRD#: 22589
ST PAUL, MN
Past

January 15, 2014 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
ST PAUL, MN
Past

December 4, 2006 - November 8, 2021

CRI SECURITIES, LLC

BD
CRD#: 22589
ST PAUL, MN
Past

July 17, 2006 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST PAUL, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES

CRD#: 304569 / SEC#: 801-117013

RIA
Registered Investment Advisory firm - (7/24/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Minnesota
(9/19/2025)
IAR
Minnesota
(12/26/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/30/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/14/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/8/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES

CRD#: 304569 / SEC#: 801-117013

RIA
Registered Investment Advisory firm - (7/24/2019 Approved)
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Contact information

Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
Phone number
(612) 844-8444
Established
Firm type
Fiscal year end
# of Employees
139

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAN FIRM BROCHURE (10/17/2025)
TAN WRAP-FEE PROGRAM BROCHURE (10/17/2025)
TAN FINANCIAL PLANNING BROCHURE (9/24/2025)

Regulatory assets under management

Total Number of Accounts28,545
AUM (Assets Under Management)$ 6,648,306,479

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THRIVENT ADVISOR NETWORK, LLC

CRD#: 304569Minneapolis, MN 55415

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