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JB

Jill M. Burke

Some features on this profile are disabled
CRD#: 7212851
JB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jill Marie Burke, who also goes by Jill Marie Blakey, Jill Marie Blakey, Jill Burke, was a registered financial professional .

Jill is a previously registered financial professional and started their career in finance in 2021. Jill had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jill Marie Blakey | Jill Marie Blakey | Jill Burke

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.
DIAMOND ROOF & GUTTER POSITION: Owner NATURE: Roof Replacement and Repair for Residents in Wichita Kansas and surrounding areas INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2020 ADDRESS: 801 E Douglas, Wichita KS 67202, United States DESCRIPTION: Doing bookkeeping for my business, ordering supplies and managing crews. BERKSHIRE HATHAWAY POSITION: realtor NATURE: Assist clients with buying and selling of their homes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2007 ADDRESS: 3531 N Ridge Rd, Wichita KS 67205, United States DESCRIPTION: This license is held in Kansas. I live in Florida now and not practicing but still have license SIERRA PACIFIC MORTGAGE POSITION: assistant to licensed officer NATURE: Residential Mortgage INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 07/11/2022 ADDRESS: 10111 E 21st St N Suite 200, Wichita KS 67206, United States DESCRIPTION: Assist mortgage officer on getting documents and info for clients who are seeking a home mortgage. It will be virtual assisting.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 4, 2022 - October 7, 2022

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Ormond Beach, FL
Past

January 4, 2022 - October 7, 2022

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Ormond Beach, FL
Past

July 21, 2021 - January 3, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
WICHITA, KS
Past

July 21, 2021 - January 3, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
WICHITA, KS
Past

May 25, 2021 - July 21, 2021

WADDELL & REED

RIA
CRD#: 866
WICHITA, KS
Past

January 28, 2021 - July 21, 2021

WADDELL & REED

BD
CRD#: 866
WICHITA, KS

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/25/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/28/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/14/2020
Securities Industry Essentials Examination

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

THRIVENT INVESTMENT MANAGEMENT INC. ADVISORFLEX MANAGED VARIABLE ANNUITY PROGRAM (6/30/2025)
THRIVENT INVESTMENT MANAGEMENT INC MANAGED ACCOUNTS PROGRAM (6/30/2025)
THRIVENT INVESTMENT MANAGEMENT INC. DEDICATED PLANNING SERVICES (6/30/2025)

Direct owners and executive officers

NamePositionCRD#
THRIVENT FINANCIAL HOLDINGS, INC.OWNER
BIRR, THOMAS JOHNVICE PRESIDENT4148092
BOUSU, CALEB ANTHONYDIRECTOR7877353
CECERE, NICHOLAS MDIRECTOR1513551
GILCHRIST, TONIA NICOLE JAMESCHIEF LEGAL OFFICER & SECRETARY4777233
GOLIS, ANDREA CORINCHIEF COMPLIANCE OFFICER1401462
JOHNSON, ARIKA VIKTORIADIRECTOR5580869
JOHNSTON, PAUL ROBERTSDIRECTOR2065882
KLOSTER, DAVID JACOBPRESIDENT2523240
NORGARD, ANDREW DYLANTREASURER6868385

Regulatory assets under management

Total Number of Accounts48,940
AUM (Assets Under Management)$ 17,499,525,490

Disclosures

Regulatory Event8

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/21/2024
Cover Page
Report
01/25/2024
Cover Page
Report

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.

Company Information

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

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