JW
Jonathan E. Wilterdink
THRIVENT INVESTMENT MANAGEMENT
Fairview Park, OH 44126
Some features on this profile are disabled
CRD#: 6569698
JW
Professional summary
Jonathan Edwards Wilterdink is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Fairview Park, Ohio.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jonathan 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.
EAST OHIO FOUNDATION POSITION: Board Volunteer NATURE: The purpose of the East Ohio UMC Foundation is to train churches on stewardship and financial generosity, liason with local churhces and Wes Path (The Pension and Health Benefit organization for the UMC) regarding guidance on investments connect churches with WesPath for investment guidance, and provide grants and scholarships to fund ministry initiatives in the East Ohio conference. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/17/2018 ADDRESS: 8800 Cleveland Ave NW, North Canton OH 44720, United States DESCRIPTION: The primary purpose of the board is reviewing what scholarships and initiatives are being funded by the foundation. Specifically this role includes disucussion on funding inititaives in the East Ohio conference and keeping the director of the foundations accountable to the mission of the United Methodist Church. The board is informed of WesPath investment performance but do not vote of specific allocations, changes, or movement of assets within the East Ohio foundation fund, or act in any advisory capacity. LAKE COUNTY YMCA POSITION: Board Member NATURE: The Lake County YMCA is a non-profit that serves the community through exercise programs, youth development, and camp experiences. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2014 ADDRESS: 933 Mentor Ave, Painesville OH 44077, United States DESCRIPTION: I volunteer as a board member of the Lake County YMCA. Within this role I serve as the chair of the mission advancement team. As a member of the governing board I review and approve reports from the operations staff, operation budgets, recommendations for capital improvements, capital campaigns, and grants for new program initiatives. Board members are expected to give time and financially to support the mission of the organization. TRILOBITE GROUP, LLP POSITION: Co-Owner NATURE: Trilobite Group LLP will be leasing an office building from Dimetrodon Group LLC, both entities owned by three registered Thrivent reps (Jonathan Wilterdink, Curtis Bissell, Nathan Dorner). The LLP will operate as the entity that subleases office space to both registered RR with TIMI/Thrivent as well as non-registered/non-financial tenants within the building. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/04/2025 ADDRESS: 22021 Brookpark Road, Fairview Park OH 44126, United States DESCRIPTION: My responsibilities include managing/reviewing financial statements, lease agreements, contracts for building services, and handling tenant needs as they arise.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Edwards Wilterdink's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Edwards Wilterdink'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 28, 2016 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 22021 Brookpark Rd, Fairview Park, OH 44126RIA
BD
CRD#: 18387
Fairview Park, OH
Current
March 15, 2016 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 22021 Brookpark Rd, Fairview Park, OH 44126RIA
BD
CRD#: 18387
Fairview Park, OH
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
California(2/9/2024)
RR
Colorado(8/15/2016)
RR
District of Columbia(8/20/2024)
IAR
District of Columbia(8/22/2024)
RR
Florida(10/3/2023)
RR
Georgia(4/11/2024)
RR
Indiana(6/22/2023)
RR
Michigan(9/11/2024)
RR
New Jersey(3/15/2024)
RR
North Dakota(8/2/2023)
RR
Ohio(4/28/2016)
IAR
Ohio(4/28/2016)
RR
Pennsylvania(8/15/2024)
RR
South Carolina(6/21/2022)
RR
Virginia(10/3/2023)
RR
Wisconsin(5/28/2020)
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
