AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JC

Jeffrey David Cloutier

THRIVENT DISTRIBUTORS
Minneapolis, MN
·CRD# 5656265·10 years experience

Professional Summary

Jeffrey David Cloutier, who also goes by Jeff David Cloutier, Jeff Cloutier, Jeffrey Cloutier, is a registered financial advisor currently at THRIVENT DISTRIBUTORS, LLC located in Minneapolis, Minnesota. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2012. Jeffrey has worked at 2 firms and has passed the SIE, Series 99TO and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jeff David Cloutier, Jeff Cloutier, Jeffrey Cloutier

Blog Corner

Similar Advisors

MINNEAPOLIS, MN · CRD#
View profile
Michael Lee Erpenbach
Michael Lee Erpenbach

LPL FINANCIAL LLC

LAKE ELMO, MN · CRD#
RG
Ryan Mitchell Golden

WELLS FARGO CLEARING SERVICES, LLC

CRYSTAL, MN · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Chad Jonathan Rusten
Chad Jonathan Rusten

ELEMENT SQUARED PRIVATE WEALTH

MINNEAPOLIS, MN · CRD#
SS
Steven Todd Schmidt

LPL ENTERPRISE, LLC

ST LOUIS PARK, MN · CRD#
Michael Lee Erpenbach
Michael Lee Erpenbach

LPL FINANCIAL LLC

LAKE ELMO, MN · CRD#
RG
Ryan Mitchell Golden

WELLS FARGO CLEARING SERVICES, LLC

CRYSTAL, MN · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Chad Jonathan Rusten
Chad Jonathan Rusten

ELEMENT SQUARED PRIVATE WEALTH

MINNEAPOLIS, MN · CRD#
SS
Steven Todd Schmidt

LPL ENTERPRISE, LLC

ST LOUIS PARK, MN · CRD#
Michael Lee Erpenbach
Michael Lee Erpenbach

LPL FINANCIAL LLC

LAKE ELMO, MN · CRD#
RG
Ryan Mitchell Golden

WELLS FARGO CLEARING SERVICES, LLC

CRYSTAL, MN · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Chad Jonathan Rusten
Chad Jonathan Rusten

ELEMENT SQUARED PRIVATE WEALTH

MINNEAPOLIS, MN · CRD#
SS
Steven Todd Schmidt

LPL ENTERPRISE, LLC

ST LOUIS PARK, MN · CRD#
Michael Lee Erpenbach
Michael Lee Erpenbach

LPL FINANCIAL LLC

LAKE ELMO, MN · CRD#
RG
Ryan Mitchell Golden

WELLS FARGO CLEARING SERVICES, LLC

CRYSTAL, MN · CRD#

Years of Experience

10 years in the financial services industry

Current & Past Employments

THRIVENT DISTRIBUTORS, LLC·CRD# 179512
BD
901 Marquette Avenue Suite 2500, Minneapolis, MN 55402-3265
December 22, 2017 - Present
HARTFORD FUNDS DISTRIBUTORS, LLC·CRD# 45995
BD
Woodbury, MN
April 3, 2012 - November 6, 2013

Similar Advisors

Chad Jonathan Rusten
Chad Jonathan Rusten

ELEMENT SQUARED PRIVATE WEALTH

MINNEAPOLIS, MN · CRD#
SS
Steven Todd Schmidt

LPL ENTERPRISE, LLC

ST LOUIS PARK, MN · CRD#
Michael Lee Erpenbach
Michael Lee Erpenbach

LPL FINANCIAL LLC

LAKE ELMO, MN · CRD#
RG
Ryan Mitchell Golden

WELLS FARGO CLEARING SERVICES, LLC

CRYSTAL, MN · CRD#

Current Firm

TD
THRIVENT DISTRIBUTORS, LLC

THRIVENT DISTRIBUTORS, LLC

CRD#: 179512 / SEC#: 8-69606
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Contact Information

Main Address

901 Marquette Avenue Suite 2500, Minneapolis, MN 55402-3211

Mailing Address

901 Marquette Avenue Suite 2500, Minneapolis, MN 55402-3211

Phone Number

(800) 847-4836

Established

Delaware since 02/23/2015

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
THRIVENT FINANCIAL HOLDINGS, INC.OWNER—
BEAVER, TROY ALANELECTED MANAGER AND VICE PRESIDENT5099275
CLOUTIER, JEFFREY DAVIDCHIEF FINANCIAL OFFICER5656265
DRYDEN, EDWARD STUARTVICE PRESIDENT2033420
JACKSON, JOHN DAVIDCHIEF LEGAL OFFICER AND SECRETARY5877878
KREMENAK, MICHAEL WALDENELECTED MANAGER AND PRESIDENT5892015
RIESTERER, JAMIE LEEELECTED MANAGER4784706
VANDEN HEUVEL, TANNER JOHNCHIEF COMPLIANCE OFFICER5739376

Similar Advisors

Chad Jonathan Rusten
Chad Jonathan Rusten

ELEMENT SQUARED PRIVATE WEALTH

MINNEAPOLIS, MN · CRD#
SS
Steven Todd Schmidt

LPL ENTERPRISE, LLC

ST LOUIS PARK, MN · CRD#
Michael Lee Erpenbach
Michael Lee Erpenbach

LPL FINANCIAL LLC

LAKE ELMO, MN · CRD#
RG
Ryan Mitchell Golden

WELLS FARGO CLEARING SERVICES, LLC

CRYSTAL, MN · CRD#

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.

Similar Advisors

Chad Jonathan Rusten
Chad Jonathan Rusten

ELEMENT SQUARED PRIVATE WEALTH

MINNEAPOLIS, MN · CRD#
SS
Steven Todd Schmidt

LPL ENTERPRISE, LLC

ST LOUIS PARK, MN · CRD#
Michael Lee Erpenbach
Michael Lee Erpenbach

LPL FINANCIAL LLC

LAKE ELMO, MN · CRD#
RG
Ryan Mitchell Golden

WELLS FARGO CLEARING SERVICES, LLC

CRYSTAL, MN · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Jan 2023About the SIE exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 27 — Financial and Operations Principal Examination

Passed Dec 2017About the Series 27 exam
FINRA
SRO Registrations

Similar Advisors

Chad Jonathan Rusten
Chad Jonathan Rusten

ELEMENT SQUARED PRIVATE WEALTH

MINNEAPOLIS, MN · CRD#
SS
Steven Todd Schmidt

LPL ENTERPRISE, LLC

ST LOUIS PARK, MN · CRD#
Michael Lee Erpenbach
Michael Lee Erpenbach

LPL FINANCIAL LLC

LAKE ELMO, MN · CRD#
RG
Ryan Mitchell Golden

WELLS FARGO CLEARING SERVICES, LLC

CRYSTAL, MN · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey David Cloutier's CRS (Customer Relationship Summary).

Similar Advisors

Chad Jonathan Rusten
Chad Jonathan Rusten

ELEMENT SQUARED PRIVATE WEALTH

MINNEAPOLIS, MN · CRD#
SS
Steven Todd Schmidt

LPL ENTERPRISE, LLC

ST LOUIS PARK, MN · CRD#
Michael Lee Erpenbach
Michael Lee Erpenbach

LPL FINANCIAL LLC

LAKE ELMO, MN · CRD#
RG
Ryan Mitchell Golden

WELLS FARGO CLEARING SERVICES, LLC

CRYSTAL, MN · CRD#
JC
Follow Jeffrey
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required