HJ
Heidi L. Jostes
THRIVENT INVESTMENT MANAGEMENT
Lucas, TX
Some features on this profile are disabled
CRD#: 6876318
HJ
Professional summary
Heidi Louise Jostes, who also goes by Heidi L Boerst, Heidi Louise Boerst, Heidi Boerst, Heidi Louise Jostes, Heidi L Jostes, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Lucas, Texas.
Heidi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Heidi has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Heidi L Boerst | Heidi Louise Boerst | Heidi Boerst | Heidi Louise Jostes | Heidi L Jostes
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.
CHICOS FAS, INC. POSITION: Sales Associate NATURE: Retail stores selling women's clothing. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2025 ADDRESS: 11215 Metro Pkwy, Fort Meyers FL 33966, United States DESCRIPTION: I work at White House Black Market selling clothing to customers who come into the store. This involves locating product, selecting products for customers, styling them with accessories and/or shoes, checking them out at the register, restocking clothes, etc. THE JOSTES GROUP, LLC POSITION: Marketing Consultant NATURE: My husband, as the owner of The Jostes Group, LLC, performs all duties related to the buying, selling, and leasing of residential properties. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 176 Wedgewood Way, Lucas TX 75002, United States DESCRIPTION: As a Marketing Consultant, I assist my husband, Lamar, with proofreading and sometimes editing marketing materials and client emails on an as needed basis. On the rare occasion Lamar is out of town, I may check on one of his listings to ensure the home is in good order, such as removing newspapers from the front lawn. This activity does not include performing any type of Real Estate production (including sales and prospecting) or showing homes. I donot hold a Real Estate license.
CRS (Client Relationship Summary) - RIA
Click below to view Heidi Louise Jostes's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Heidi Louise Jostes'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
July 11, 2025 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
BD
CRD#: 18387
Lucas, TX
Current
July 11, 2025 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 600 Portland Ave S Msc 7100, Minneapolis, MN 55415RIA
BD
CRD#: 18387
Minneapolis, MN
Past
December 14, 2023 - January 3, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
ALLEN, TX
Past
December 13, 2023 - January 3, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
ALLEN, TX
Past
October 27, 2020 - December 5, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
FRISCO, TX
Past
October 27, 2020 - December 5, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
FRISCO, TX
Past
June 20, 2018 - September 22, 2020
EDWARD JONES
RIA
CRD#: 250
LUCAS, TX
Past
May 7, 2018 - September 22, 2020
EDWARD JONES
BD
CRD#: 250
LUCAS, TX
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(7/23/2025)
RR
Alaska(7/23/2025)
RR
Arizona(7/23/2025)
RR
Arkansas(7/23/2025)
RR
California(7/23/2025)
RR
Colorado(7/23/2025)
RR
Connecticut(7/23/2025)
RR
Delaware(7/23/2025)
RR
District of Columbia(7/23/2025)
RR
Florida(7/23/2025)
RR
Georgia(7/23/2025)
RR
Hawaii(7/23/2025)
RR
Idaho(7/23/2025)
RR
Illinois(7/23/2025)
RR
Indiana(7/23/2025)
RR
Iowa(7/23/2025)
RR
Kansas(7/23/2025)
RR
Kentucky(7/23/2025)
RR
Louisiana(7/23/2025)
RR
Maine(7/23/2025)
RR
Maryland(7/23/2025)
RR
Massachusetts(7/23/2025)
RR
Michigan(7/23/2025)
RR
Minnesota(7/23/2025)
RR
Mississippi(7/23/2025)
RR
Missouri(7/23/2025)
RR
Montana(7/23/2025)
RR
Nebraska(7/23/2025)
RR
Nevada(7/23/2025)
RR
New Hampshire(7/23/2025)
RR
New Jersey(7/23/2025)
RR
New Mexico(7/23/2025)
RR
New York(7/23/2025)
RR
North Carolina(7/23/2025)
RR
North Dakota(7/23/2025)
RR
Ohio(7/25/2025)
RR
Oklahoma(7/23/2025)
IAR
Oklahoma(7/28/2025)
RR
Oregon(7/23/2025)
RR
Pennsylvania(7/23/2025)
RR
Rhode Island(7/23/2025)
RR
South Carolina(7/23/2025)
RR
South Dakota(7/23/2025)
RR
Tennessee(7/23/2025)
RR
Texas(7/11/2025)
IAR
Texas(7/11/2025)
RR
Utah(7/23/2025)
RR
Vermont(7/23/2025)
RR
Virginia(7/23/2025)
RR
Washington(7/23/2025)
RR
West Virginia(7/23/2025)
RR
Wisconsin(7/23/2025)
RR
Wyoming(7/23/2025)
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.
