Jeffrey Thrana is a CFP-designated registered investment advisor, based in Itasca, IL, with 26 years of industry experience.
Location
500 Park Blvd, Ste 1400, Itasca, IL, 60143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey owns real estate and manages the property, dedicating a few hours per week. He is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations, spending about 10-20% of his time on this.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Pendulum Wealth Partners
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Build Asset Management
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Wells Fargo Funds Management, LLC
Evergreen Investment Management CO
Evergreen Investment Services, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.