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Jeremy Strand

Advisor at Thrivent Investment Management

Updated today

Location

Mayville, ND 58257

Credentials

Series 66

Industry experience

20 years

About

Jeremy Strand is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, Strand is involved in cattle ranching and assists a local farmer seasonally; he also serves as a board member for the Pirate Girls Hockey fundraising efforts and the Trail County Farm Bureau. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach focuses on holistic, goal-based planning across a wide range of topics, with options to combine planning with managed-account programs under a consolidated billing arrangement.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

35 1/2 Main St W

Mayville, ND 58257

Most active in

North Dakota · Texas

Work history

Thrivent Financial for Lutherans

2006 - Present (20 years)

Thrivent Investment Management inc

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Hunter T

Series 66

Mayville, ND

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Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Preston E

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Mayville, ND

Cetera

Preston Edinger is a financial professional with two years of industry experience, currently affiliated with Cetera and Lux Wealth Advisors. He holds a Series 66 designation and has worked at several firms including Securian Financial Advisors of ND and Mayville State. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by a combination of advisor-managed accounts, model portfolios, and third-party managed programs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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