LPL Financial
44yrs
Top advisor by experience in West Bend
2yrs
Jerred Grell
Financial advisor at Thrivent Investment Management
Jerred Grell is a fiduciary financial advisor in West Bend, Wisconsin, with 2 years in the industry. Jerred joined Thrivent Investment Management in 2025, after a year at Equitable Advisors. Thrivent Investment Management offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 97 advisors with offices in West Bend, and one of 93 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1625 E Washington St, West Bend, WI 53095
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.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowThrivent Investment Management Inc.Current firm
- Oct 2024 – May 2025Equitable Advisors, LLCPreviously
Contact Jerred
(800) 847-4836Firm headquarters in Minneapolis, MN. Ask for Jerred. 1625 E Washington StWest Bend, WI 53095Office · Get directions Instagram pageThrivent Investment Management
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Questions to ask Jerred
Tailored to Jerred’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Jerred
How do I contact Jerred?
Call Thrivent Investment Management at (800) 847-4836 and ask for Jerred Grell. Jerred works from the West Bend, WI office.
How long has Jerred been a financial advisor?
Jerred has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jerred hold?
Series 66. Tap any license on this page to see what it allows.
Is Jerred a fiduciary?
Jerred is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerred paid?
Thrivent Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jerred 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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