JG
Jared T. Greanya
THRIVENT INVESTMENT MANAGEMENT
Bellevue, WA 98005
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CRD#: 5665011
JG
Professional summary
Jared Thomas Greanya is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Bellevue, Washington.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jared has worked at 4 firms 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.
MILWAUKEE CHILDREN'S CHOIR POSITION: Interim Vice President NATURE: Operates several children's choirs in Milwaukee. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2022 ADDRESS: 427 E Stewart St Suite 100, Milwaukee WI 53207, United States DESCRIPTION: Monthly board meetings and monthly committee meetings; subject to change. Discussing the goals of the organization and plans to accomplish those goals.
CRS (Client Relationship Summary) - RIA
Click below to view Jared Thomas Greanya's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jared Thomas Greanya'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
June 27, 2022 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 11711 Se 8th Street Ste 201, Bellevue, WA 98005RIA
BD
CRD#: 18387
Bellevue, WA
Current
June 27, 2022 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 11711 Se 8th Street Ste 201, Bellevue, WA 98005RIA
BD
CRD#: 18387
Bellevue, WA
Past
July 11, 2012 - June 7, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Milwaukee, WI
Past
July 11, 2012 - June 7, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Milwaukee, WI
Past
July 14, 2010 - June 18, 2012
ALLSPRING FUNDS MANAGEMENT, LLC
RIA
CRD#: 110841
MENOMONEE FALLS, WI
Past
July 14, 2010 - June 18, 2012
ALLSPRING FUNDS DISTRIBUTOR, LLC
BD
CRD#: 133366
MENOMONEE FALLS, WI
Past
July 27, 2009 - July 2, 2010
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
GERMANTOWN, WI
Past
July 6, 2009 - July 2, 2010
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
GERMANTOWN, WI
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
Alabama(12/6/2023)
RR
Arizona(12/5/2022)
RR
California(2/8/2023)
RR
Colorado(2/8/2023)
RR
Connecticut(2/8/2023)
RR
Florida(6/30/2023)
RR
Georgia(8/19/2025)
RR
Illinois(9/15/2022)
RR
Michigan(12/5/2022)
RR
Minnesota(2/8/2023)
RR
North Carolina(6/30/2023)
RR
North Dakota(1/4/2024)
RR
Oregon(6/30/2023)
RR
Pennsylvania(11/9/2023)
RR
South Carolina(6/30/2023)
RR
Tennessee(12/5/2022)
RR
Texas(1/4/2024)
IAR
Texas(1/5/2024)
RR
Washington(9/25/2024)
IAR
Washington(9/25/2024)
RR
Wisconsin(6/27/2022)
IAR
Wisconsin(6/27/2022)
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.
