Adam Daniel Julch

Current Employers

Employment History

• 08/2013 → 06/2023
  Thrivent Investment Management Inc
  Omaha, NE
• 12/2013 → 03/2023
  Thrivent Financial For Lutherans
  Appleton, WI
• 03/2023 → Present
  Thrivent Advisor Network, Llc Dba Retirepath Advisors
  Omaha, NE
• 06/2023 → 09/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2024 → Present
  Thrivent Investment Management, Inc.
  Omaha, NE

Previous Registrations

• 2013-10-15 → 2023-06-14
  Thrivent Investment Management Inc.
  Omaha, NE
  Omaha, NE

Other Businesses

OMAHA SCHOOL OF MINISTRY POSITION: Board Member NATURE: Omaha School of Ministry offers a robust, Biblically-centered education alongside hands-on ministry experience. Students can pick from a number of ministry tracks and work beside proven Christian leaders who practice real ministry every single day INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 4801 N 144th Street, Omaha NE 68116, United States DESCRIPTION: I have been asked to be a board member for the Omaha School of Ministry. I will be tasked with providing general guidance and oversight. THRIVENT ADVISOR NETWORK, LLC POSITION: Wealth Advisor/Partner NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 06/15/2023 ADDRESS: 11808 Miracle Hills Drive, Suite 110, Omaha NE 68154, United States DESCRIPTION: Provide investment advisory services to retail clients. ADJRP, LLC POSITION: Owner NATURE: LLC is established for the expenses for TAN/TIMI business. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/01/2023 ADDRESS: 11808 Miracle Hills Drive, Suite 110, Omaha NE 68154, United States DESCRIPTION: I will be responsible for all book keeping and management of the LLC that will own my financial services practice. FIXED INSURANCE POSITION: Insurance Producer NATURE: Selling/servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2013 ADDRESS: 11808 Miracle Hills Drive, Suite 110, Omaha NE 68154, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s) TAS114, LLC POSITION: Owner NATURE: LLC is established for the expenses for TAN/TIMI Business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2022 ADDRESS: 1207 S 107th St, Omaha NE 68124, United States DESCRIPTION: Clerical, Accounting ATML PROPERTIES, LLC POSITION: Owner/Managing Partner NATURE: This LLC will be used to purchase residential rental real estate with my wife and children as partners. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2025 ADDRESS: 1909 S 220th St., Elkhorn NE 68022, United States DESCRIPTION: Analyzing, Purchasing Property and admin/clerical work.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-11
• S63 Uniform Securities Agent State Law Examination
  2001-06-13

Designations