JE
Julienne N. Entinger
THRIVENT INVESTMENT MANAGEMENT
Blaine, MN 55449
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CRD#: 7815902
JE
Professional summary
Julienne Nicole Entinger, who also goes by Julie Nicole Witte, Julienne Nicole Witte, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Blaine, Minnesota.
Julienne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Julienne has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julie Nicole Witte | Julienne Nicole Witte
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.
ANDOVER ATHLETIC ASSOCIATION POSITION: Track & Field Director NATURE: Andover Athletic Association provides recreational youth sports programs in Andover, MN. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 12/04/2023 ADDRESS: 1685 Crosstown Boulevard, Andover MN 55304, United States DESCRIPTION: I coordinate the track & field program, including registration, team creation, assigning coaches, ordering equipment, season scheduling, and overseeing the meets throughout the season. I also sit on the Board for Andover Athletic Association, where we meet monthly to discuss the various programs in our association. ANDOVER CHRISTIAN CHURCH POSITION: Fellowship Committee Church Member NATURE: Andover Christian Church is part of the Independent Christian Churches in Andover, MN. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2022 ADDRESS: 16045 Nightingale Street NW, Andover MN 55304, United States DESCRIPTION: I am a member of our church and sit on our Fellowship Committee where we meet once a month and plan/discuss upcoming events for our church. DOTERRA POSITION: Wellness Advocate NATURE: doTERRA sells essential oils and other wellness products through independent employees. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2014 ADDRESS: 389 South 1300 West, Pleasant Grove UT 84062, United States DESCRIPTION: I am a Wellness Advocate so that I can receive discounts on the products, but I do not actively sell the products. If someone orders products under my name I receive a commission, however my goal is not to make money on the products, I only have the account to order products for myself and receive a discount on those products. ANDOVER CHRISTIAN CHURCH POSITION: Director of Guest Experience NATURE: Andover Christian Church is part of the Independent Christian Churches. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2025 ADDRESS: 16045 Nightingale Street NW, Andover MN 55304, United States DESCRIPTION: I will schedule and train the greeters at our church. I will also brainstorm ideas with our pastoral staff on ways to improve our guest experience for Sunday mornings. We will meet quarterly for training and updates. ANDOVER CHRISTIAN CHURCH POSITION: Children's Christmas Pageant Director NATURE: Andover Christian Church is part of the Independent Christian Churches. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 16045 Nightingale Street NW, Andover MN 55304, United States DESCRIPTION: I will be directing our Children's Christmas Pageant. We will rehearse from October to the beginning of December, usually for two hours on Sundays. I will prepare for the play throughout the summer, by choosing the play, selecting the cast, and preparing the actions for the songs. But for the most part this role would only be from October through the first weekend of December. GREAT WATERS FINANCIAL POSITION: Childcare NATURE: Financial services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2025 ADDRESS: 4100 Lexington Ave. N, Suite 100, Shoreview MN 55126, United States DESCRIPTION: Providing childcare for their company retreat once a year.
CRS (Client Relationship Summary) - RIA
Click below to view Julienne Nicole Entinger's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Julienne Nicole Entinger'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
November 20, 2024 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 11990 Aberdeen St Ne, Blaine, MN 55449RIA
BD
CRD#: 18387
Blaine, MN
Current
October 29, 2024 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 11990 Aberdeen St Ne, Blaine, MN 55449RIA
BD
CRD#: 18387
Blaine, MN
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
Minnesota(11/20/2024)
IAR
Minnesota(11/20/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/29/2024
General Securities Representative ExaminationGeneral 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.
