Matthew Lynn Oleson

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

• 03/2010 → Present
  Thrivent Investment Management Inc
  Brandon, FL
• 03/2010 → Present
  Thrivent Financial
  Appleton, WI

Previous Registrations

• 2004-06-01 → 2010-03-02
  Ameriprise Financial Services, Llc
  Tampa, FL
  Tampa, FL

Other Businesses

PARSONS OAKS CONDOMINIUM ASSOCIATION, INC. POSITION: ASSOCIATION PRESIDENT NATURE: THIS IS A PROPERTY OWNER'S ASSOCIATION FOR THE OFFICE PARK WHERE MY OFFICE IS LOCATED. THE PURPOSE OF THE ASSOCIATION IS TO MAINTAIN THE COMMON AREA FOR THE PROPERTY OWNERS. I OWN THE OFFICE BUILDING WHERE MY OFFICE IS LOCATED. INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2015 ADDRESS: P.O. BOX 270453, TAMPA FL 33688 DESCRIPTION: I WAS ELECTED AS PRESIDENT OF THE PROPERTY OWNER'S ASSOCIATION FOR THE OFFICE PARK WHERE MY OFFICE IS LOCATED. I AM AN OWNER OF ONE OF THE BUILDINGS INSIDE OF THIS ASSOCIATION. I HAVE NO INVESTMENT-RELATED ACTIVITY FOR THE ASSOCIATION. THE DUTIES ARE MINIMIAL FOR THIS ACTIVITY. THE ASSOCIATION CURRENTLY EMPLOYS A PROPERTY MANAGEMENT COMPANY TO OVERSEE ALL MAINTENANCE AND IMPROVEMENT FOR THE OFFICE PARK. OLESCLAN PROPERTY, LLC POSITION: Owner NATURE: This entity owns an office building in the Parsons Oaks Professional center. This entity leases out office space to Thrivent Financial Representatives. I am the owner of this LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2014 ADDRESS: 407 N. Parsons Ave., Suite 101, Brandon FL 33510, United States DESCRIPTION: My duties are to assist in the collection of rent, sales tax filing, and basic property management.

Exams

• S66 Uniform Combined State Law Examination
  2004-05-25