Robert Edward Burns

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2002 → Present
  Thrivent Financial For Lutherans
  Appleton, WI
• 07/2002 → Present
  Thrivent Investment Management Inc.
  Bend, OR

Other Businesses

RENTAL HOUSE POSITION: landlord NATURE: Rental of Single Family house INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/02/2024 ADDRESS: 61395 sunbrook Dr, Bend OR 97702, United States DESCRIPTION: Wife, Teri Burns manages COVERED CALIF: ANTHEM BLUE CROSS & APPROVED PLANS AS WELL AS ANTHEM GROUP POSITION: Agent NATURE: Health insurance associated with ACA and specifically Covered California Healthcare programwith compensation received either through Covered CA or the the insurance companies. Working with existing clients and referrals to establish their ability to qualify for coverage and premium assistance as part of their overall financial planning. Office professional Teri Burns has obtained Life and Health License (CA) and is assisting in managing current and new enrollments.Anthem Blue Cross Health Insurance activities and income is for recurring policies. Anthem has pulled out of California for individual market.Other than Medicare Supp and Prescription plans no health policies sold outside of CA. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2002 ADDRESS: 62910 OB Riley Road, Suite 300, Bend OR 97703, United States DESCRIPTION: Assist clients in enrolling in appropriate healthcare options. THis includes the client and their dependents. in some cases Children of the CLient are aging out of group coverage.Health Insurance planning is one part of the Holistic planning necessary to achieve the client's financial and lifestyle goals.Licensed Health Insurance OP (Teri Burns) assists in the management of existing clients and processing of new enrollments. RENTAL PROPERTY POSITION: Owner Rental property NATURE: Single family residence used as Long term Rental to (non-thrivent members only). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2017 ADDRESS: 61158 Teton Lane, Bend OR 97702, United States DESCRIPTION: Spouse Teresa Burns is 99% responsible for the month to month management of this rental property. Business conducted from home or her cell. No interaction with Thrivent activities

Exams

• S66 Uniform Combined State Law Examination
  2003-11-18
• S63 Uniform Securities Agent State Law Examination
  2002-01-11