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Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2006-07-06
  • MD RA
    APPROVED
    Since 2006-07-06

Branch Locations

Charlotte Hall, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chaney Enterprises Lp Waldorf MD 05/1999 Present
Thrivent Investment Management Inc. Charlotte Hall MD 10/2003 Present
Thrivent Financial For Lutherans Appleton WI 09/2004 Present
  • 05/1999 → Present
    Chaney Enterprises Lp
    Waldorf, MD
  • 10/2003 → Present
    Charlotte Hall, MD
  • 09/2004 → Present
    Thrivent Financial For Lutherans
    Appleton, WI
Other Businesses

LA PLATA VOLUNTEER FIRE DEPARTMENT LADIES AUXILIARY POSITION: President NATURE: The Ladies Auxiliary's purpose is to promote the general welfare, provide aid and in general work together for themutual benefit of the La Plata Volunteer Fire Department. We support them by providing manpower and refreshmentsto support their fundraising efforts, help to promote fire prevention by providing refreshements at their open house, provide refreshments during extended fire calls and by supporting our own fundraising efforts toprovide them with updated equipment andfurnishingsthat are not supported through their budgets. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 911 Washington Ave, La Plata MD 20646 DESCRIPTION: As the President I preside over the monthly meetings and assure that fundraisers are being conducted and the general work of the organization is flowing. COLLEGE OF SOUTHERN MARYLAND POSITION: Accounting Manager NATURE: Community College for Charles, Calvert and St. Mary's County in Southern Maryland INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/16/2024 ADDRESS: 8730 Mitchell Rd, La Plata MD 20646, United States DESCRIPTION: My job will entail running, maintaining, analyzing and validating financial asset and liability accounts. Monitoring cash flow to ensure available funds for daily operations. Compose and submit monthly reports. Assist with annual audits. Run, analyze, reconcile and maintain documentation for the accounting process of capital projects for all phases of construction. Reconciliation of Maryland sales and use tax. TRINITY EPISCOPAL CHURCH POSITION: Treasurer NATURE: Episcopal Church INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 11/05/2014 ADDRESS: PO Box 628, Charlotte Hall MD 20622, United States DESCRIPTION: Collect and record weekly offerings, made deposits, complete year end tax statements, pay bills and handle quarterly tax returns and any other financial recordkeeping needs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-18
  • S66 Uniform Combined State Law Examination
    2005-10-18
Other Names
  • Elizabeth A Zeigler
  • Liz Garner
  • Elizabeth Ann Garner

View on SEC IAPD

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