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Jim Dunn

Advisor Image
Jim Dunn
Financial Associate
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Part of the Clear View Financial Group practice
About Jim Dunn
I am a Financial Associate who has served the surrounding areas since 2011. I live in the country outside Shelby with my wife Dana & youngest son Jimmy. I enjoy spending time with my family, including my adult children Ben & Madgie. I spend many fall weekends watching Jimmy run Cross Country, along with the team my daughter coaches from Ashland High School.
My qualifications
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Georgia
  • Ohio
  • Texas

Insights

1st Quarter 2026 Market Review: Geopolitics takes center stage
1st Quarter 2026 Market Review: Geopolitics takes center stageQ1 reminded investors that markets don’t move in straight lines. Thrivent's Q1 2026 Market Review highlights increased volatility in stocks, growth in small-cap and value stocks and that bonds faced pressure as yields moved higher.
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Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX
2nd Quarter 2026 Market Outlook: Caution is warranted, but stay the course
2nd Quarter 2026 Market Outlook: Caution is warranted, but stay the courseMarket volatility may remain elevated—but long term discipline still matters. Thrivent's 2nd Quarter 2026 Market Outlook explores why staying invested, with a more defensive posture, can help investors navigate ongoing uncertainty. ⬇️
Office location
Shelby Location
4361 Ganges Five Points Rd
Shelby, OH 44875
Phone419-544-3522Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations