Jerred Grell
Investment Adviser Representative at Thrivent Investment Management Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jerred Grell is an investment adviser representative with Thrivent Investment Management Inc. in West Bend, WI, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
- Broker:
2 states and territories
Michigan, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equitable Advisors, LLCAug 2024 – May 2025New York, NY
- UWW Williams Center Weight RoomFeb 2023 – Mar 2024Whitewater, WI
- Palm Trees LTDJun 2023 – Aug 2023Johns Island, SC
- Summerset Marine Shoreline RestorationMay 2021 – Aug 2021Sullivan, WI
- Dahm EnterpriseJun 2020 – Aug 2020Woodstock, IL
- Third Coast Advising, VirtualMay 2022 – Aug 2022Madison, WI
- UnemployedAug 2014 – Jun 2020Woodstock, IL
- UnemployedSep 2020 – Apr 2021Woodstock, IL
- UnemployedSep 2021 – Apr 2022Johns Island, SC
- UnemployedSep 2022 – Jan 2023Johns Island, SC
- UnemployedApr 2024 – Aug 2024Milwakee, WI
- Thrivent Investment Management Inc.May 2025 – no end date reportedWest Bend, WI
- Thrivent FinancialJun 2025 – no end date reportedAppleton, WI
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Thrivent Investment Management Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3,163
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Minneapolis, MN
- SEC file number:
- 801-29618
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Thrivent Investment Management Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jerred Grell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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