M Holdings Securities
43yrs
Top advisor by experience in Waterloo
4yrs
Jay Lassen
Financial advisor at Thrivent Investment Management
Jay Lassen has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Waterloo, Iowa. Jay joined Thrivent Investment Management in 2026, a firm offering financial planning and investment management. Thrivent Investment Management reports being paid through a percentage of assets and flat fees.
One of 82 advisors with offices in Waterloo, and one of 74 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office622 Progress Ave, Waterloo, IA 50701
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$162,801
Advisors at the firm3,159
States licensed ?1 state
Services through Thrivent Investment Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – nowThrivent Investment Management Inc.Current firm
Questions to ask Jay
Tailored to Jay’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jay
How do I contact Jay?
Call Jay’s local office at (319) 651-0011 or the Thrivent Investment Management main office at (800) 847-4836, and ask for Jay Lassen.
How long has Jay been a financial advisor?
Jay has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Jay hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Thrivent Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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