JS
Jeremy P. Strand
THRIVENT INVESTMENT MANAGEMENT
Portland, ND
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CRD#: 5109895
JS
Professional summary
Jeremy Patrick Strand is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Portland, North Dakota.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jeremy has worked at 1 firm and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
I WORK FOR A FRIEND WHO IS A FARMER IN THE SPRING AND FALL OF THE YEAR. THE FARM IS CALLED C & T MOEN FARMS, MAYVILLE, ND. COREY AND TIFFANY MOEN ARE CLIENTS OF MINE. I GET PAID $24 PER HOUR. I WILL WORK BETWEEN 3-20 HOURS PER MONTH DEPENDING ON THE TIME OF YEAR. I WORK ALL HOURS OF THE DAY. 50% OF THOSE HOURS ARE DURING THRIVENT BUSINESS HOURS. SELF-EMPLOYED - CATTLE RANCHING POSITION: Owner NATURE: Buying and Selling Cattle INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2017 ADDRESS: 35 1/2 Main St W, Mayville ND 58257 DESCRIPTION: All activities related to buying/selling cattle, including, but not limited to: Maintenance of land, feeding and care of cattle PIRATE GIRLS HOCKEY POSITION: Board Member NATURE: Fundraising support for Pirates Girl's Hockey INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 332 Crescent Ave, Crookston MN 56716, United States DESCRIPTION: Assist in fundraising activities TRAIL COUNTY FARM BUREAU POSITION: Board Member NATURE: The mission of NDFB is to enhance the livelihood of all North Dakota individuals, families and communities by advocating for agriculture. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 1101 1st Ave N, Fargo ND 58107, United States DESCRIPTION: Advocate for conservative policies within the law of agriculture
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Patrick Strand's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jeremy Patrick Strand's 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®
NoneExperience
Current
April 24, 2006 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #2: 35 1/2 Main St W, Mayville, ND 58257RIA
BD
CRD#: 18387
Portland, ND
Current
March 15, 2006 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 35 1/2 Main St W, Mayville, ND 58257RIA
BD
CRD#: 18387
Mayville, ND
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".
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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
Arizona(6/2/2017)
RR
Connecticut(7/3/2013)
RR
Minnesota(5/12/2006)
RR
Montana(9/27/2010)
RR
North Dakota(4/17/2006)
IAR
North Dakota(4/24/2006)
RR
Pennsylvania(1/26/2018)
RR
Texas(7/18/2022)
IAR
Texas(7/18/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
600 Portland Avenue South, Minneapolis, MN 55415
Phone number
+1 (800) 847-4836
Established
Delaware since 07/29/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
3,846
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THRIVENT FINANCIAL HOLDINGS, INC. | OWNER | |
| BIRR, THOMAS JOHN | VICE PRESIDENT | 4148092 |
| BOUSU, CALEB ANTHONY | DIRECTOR | 7877353 |
| CECERE, NICHOLAS M | DIRECTOR | 1513551 |
| GILCHRIST, TONIA NICOLE JAMES | CHIEF LEGAL OFFICER & SECRETARY | 4777233 |
| GOLIS, ANDREA CORIN | CHIEF COMPLIANCE OFFICER | 1401462 |
| JOHNSON, ARIKA VIKTORIA | DIRECTOR | 5580869 |
| JOHNSTON, PAUL ROBERTS | DIRECTOR | 2065882 |
| KLOSTER, DAVID JACOB | PRESIDENT | 2523240 |
| NORGARD, ANDREW DYLAN | TREASURER | 6868385 |
Regulatory assets under management
| Total Number of Accounts | 48,940 |
| AUM (Assets Under Management) | $ 17,499,525,490 |
Disclosures
| Regulatory Event | 8 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2024 | ||
| 01/25/2024 |
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.
