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Thrivent Investment Management Inc. CRD 18387
$20.8B regulatory AUM 84,100 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-07 |
| CA | RA | APPROVED | 2024-04-23 |
Branch Locations
15900 La Cantera Pkwy, San Antonio, TX 78256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Fresno | CA | 10/2008 | 04/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2024 | 03/2024 |
| Concurrent Investment Advisors D/B/A Fig Garden Wealth Mgmt Grp | Fresno | CA | 06/2023 | 03/2024 |
| Fig Garden Wealth Management | Fresno | CA | 06/2023 | 03/2024 |
| Concurrent Investment Advisors, Llc | Fresno | CA | 02/2024 | 03/2024 |
| Thrivent Investment Management Inc | San Antonio | TX | 04/2024 | Present |
| Thrivent Financial | Appleton | WI | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-12 |
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