Jacob Andersen
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Jacob Andersen Email & Phone Number

Financial Advisor at Thrivent
Location: Boise Metropolitan Area, United States, United States 7 work roles 3 schools
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Current company
Thrivent
Role
Financial Advisor
Location
Boise Metropolitan Area, United States, United States
Company size
6869 employees

Who is Jacob Andersen? Overview

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Quick answer

Jacob Andersen is listed as Financial Advisor at Thrivent, a company with 6869 employees, based in Boise Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jacob Andersen.

Jacob Andersen previously worked as Associate Representative at Thrivent and Licensing Trainee at Thrivent. Jacob Andersen holds Bachelor Of Science - Bs, Business Administration, Finance Minor, 3.80, Magna Cum Laude from University Of Mary.

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Thrivent

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Profile bio

About Jacob Andersen

I am a financial advisor primarily working with a select group of Christian, highly successful young professionals and married couples. I am based out of the Boise Metro area, but have clients across Idaho, Washington, Oregon, California, and North Dakota. If you are a Christian looking for help with your investments, insurance needs, or financial plans, please send me a message here on LinkedIn or reach out via one of the various other mediums on my page.I am a proud alum of the Gary Tharaldson School of Business at the University of Mary, the school where I began dating my now-wife, Elise. I also hold the Series 7 and Series 66 licenses, which means that I am able to offer help when it comes to making recommendations for your financial plans. I am motivated to achieve my goals and love people selflessly because of my relationship with Jesus.๐˜๐จ๐ฎ ๐ฆ๐š๐ฒ ๐›๐ž ๐š ๐ ๐จ๐จ๐ ๐Ÿ๐ข๐ญ ๐ญ๐จ ๐ฐ๐จ๐ซ๐ค ๐ฐ๐ข๐ญ๐ก ๐ฎ๐ฌ ๐ข๐Ÿ ๐ฒ๐จ๐ฎ...- Are a Christian.- Are self-motivated and desire a long-term financial advisory relationship.- Have more than $100k in investable assets (min. $25k), are a high earner (>$100k/year gross household income), or have life or disability insurance needs.๐–๐ž ๐ฆ๐š๐ฒ ๐ง๐จ๐ญ ๐›๐ž ๐ญ๐ก๐ž ๐›๐ž๐ฌ๐ญ ๐Ÿ๐ข๐ญ ๐ข๐Ÿ ๐ฒ๐จ๐ฎ...- Are not willing to do your part to make the relationship fruitful.- Prefer to handle investments on your own.- Are looking for individual stock or options trades (we invest in mutual funds, not single stocks).๐ˆ ๐š๐ฆ ๐œ๐ฎ๐ซ๐ซ๐ž๐ง๐ญ๐ฅ๐ฒ ๐ญ๐š๐ค๐ข๐ง๐  ๐จ๐ง ๐ง๐ž๐ฐ ๐œ๐ฅ๐ข๐ž๐ง๐ญ๐ฌ ๐š๐ง๐ ๐ฐ๐จ๐ฎ๐ฅ๐ ๐ฅ๐จ๐ฏ๐ž ๐ญ๐จ ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ!Email me: jacob.andersen@thrivent.comCall or text my business cell: 208-504-2969Book a free consultation at my website โฌ‡๏ธ

Current workplace

Jacob Andersen's current company

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Thrivent
Thrivent
Financial Advisor
Nampa, ID, US
Website
thrivent.com
Employees
6869
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Company profile
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7 roles

Jacob Andersen work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Thrivent

Nampa, ID, US

Financial Advisor

Current
Thrivent

Boise Metropolitan Area

I am a Financial Advisor for Front Street Wealth Advisors of Thrivent. In this role, I help families and young professionals plan for their financial futures. I am a licensed holder of the Series 7 and Series 66, and provide fiduciary advice in our managed investment accounts and in creating financial plans for our clients. I am also licensed to sell.

Nov 2024 - Present

Associate Representative

Thrivent

Boise, Idaho, United States

In this role, I gained the necessary training and experience to help clients manage their finances as a Financial Advisor. For this position, I obtained my Series 7 and Series 66 licenses. I became licensed to buy, sell, or solicit most financial securities investments, including mutual funds, stocks, bonds, various insurances and retirement accounts, 529.

Sep 2024 - Nov 2024

Licensing Trainee

Thrivent

Boise, Idaho, United States

Passed the SIE exam and became a licensed insurance producer in the states of North Dakota and Idaho.

Jul 2024 - Sep 2024

Business Credit Review Associate

Capital Credit Union

Bismarck, North Dakota, United States

I am a Credit Review Associate in the Business Lending department. My main work revolves around completing annual reviews for large business relationships. This includes writing narrative, evaluating real estate, spreading tax returns and corporate financial data, recommending risk ratings, and communicating with lenders and the business department as a.

Apr 2023 - Jul 2024

Member Services Representative

Capital Credit Union

Bismarck, North Dakota, United States

Served members at Capital Credit Union's second-busiest branch, completing financial transactions like deposits and withdrawals, as well as opening and closing accounts, and cross-selling financial products. Led the branch in quarterly phone calls received. Received a raise at three months of employment for exceptional customer service.

Sep 2022 - Apr 2023

Pitching Instructor/Front Desk

D-Bat Academies

Kennewick, Washington, United States

Served as a pitching instructor to hundreds of athletes from age 8 up through college. Helped many athletes improve velocity, pitching command, eating and sleeping habits, and overall health. Worked mostly with individuals but also ran all-inclusive winter programming for several high school teams, with pitching, hitting, and strength and conditioning..

Sep 2021 - May 2022
Team & coworkers

Colleagues at Thrivent

Other employees you can reach at thrivent.com. View company contacts for 6869 employees →

JS Jerrod Stearnes Jerrod Stearnes Colleague at Thrivent Scottsdale, Arizona, United States, United States View → KB Kevin Brooks Kevin Brooks Colleague at Thrivent St Louis, Missouri, United States, United States View → ND Nicole Doebert Nicole Doebert Colleague at Thrivent Kissimmee, Florida, United States, United States View → JJ Jennifer Jeffrey Jennifer Jeffrey Colleague at Thrivent Anamosa, Iowa, United States, United States View → NS Nancy Schwickrath Nancy Schwickrath Colleague at Thrivent Astoria, Oregon, United States, United States View → BB Brian Bachman Brian Bachman Colleague at Thrivent Appleton, Wisconsin, United States, United States View → PO Parker Olson Parker Olson Colleague at Thrivent Pasadena, California, United States, United States View → CC Courtney Colby Courtney Colby Colleague at Thrivent Minneapolis, Minnesota, United States, United States View → ML Marcella Lange Marcella Lange Colleague at Thrivent Jamestown, North Dakota, United States, United States View → RP Ross Proulx Ross Proulx Colleague at Thrivent Appleton, Wisconsin, United States, United States View →
3 education records

Jacob Andersen education

Bachelor Of Science - Bs, Business Administration, Finance Minor, 3.80, Magna Cum Laude

University Of Mary

Activities and Societies: Rome Study Abroad Program, Baseball team

Associate Of Arts And Sciences - Aas, Social Services, 3.94, Summa Cum Laude

Walla Walla Community College

Activities and Societies: Baseball team

FAQ

Frequently asked questions about Jacob Andersen

Quick answers generated from the profile data available on this page.

What company does Jacob Andersen work for?

Jacob Andersen works for Thrivent.

What is Jacob Andersen's role at Thrivent?

Jacob Andersen is listed as Financial Advisor at Thrivent.

Where is Jacob Andersen based?

Jacob Andersen is based in Boise Metropolitan Area, United States, United States while working with Thrivent.

What companies has Jacob Andersen worked for?

Jacob Andersen has worked for Thrivent, Capital Credit Union, and D-Bat Academies.

Who are Jacob Andersen's colleagues at Thrivent?

Jacob Andersen's colleagues at Thrivent include Jerrod Stearnes, Kevin Brooks, Nicole Doebert, Jennifer Jeffrey, and Nancy Schwickrath.

How can I contact Jacob Andersen?

You can use AeroLeads to view verified contact signals for Jacob Andersen at Thrivent, including work email, phone, and LinkedIn data when available.

What schools did Jacob Andersen attend?

Jacob Andersen holds Bachelor Of Science - Bs, Business Administration, Finance Minor, 3.80, Magna Cum Laude from University Of Mary.

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