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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_RES | 2022-01-03 |
| IA | RA | APPROVED | 2004-11-01 |
Branch Locations
Dyersville, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Dubuque | IA | 04/2004 | Present |
| Thrivent Financial For Lutherans | Appleton | WI | 04/2004 | Present |
MOUNT MERCY UNIVERSITY ALUMNI BOARD POSITION: Volunteer Board Member NATURE: The Mount Mercy Alumni Board provides input on promoting Mount Mercy and developing events and programs to engage Alumni INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2020 ADDRESS: 1330 Elmhurst DR NE, Cedar Rapids IA 52402, United States DESCRIPTION: The Board provides feedback and recommendations to the University regarding alumni relations GROUP BENEFITS, LTD POSITION: Financial Advisor NATURE: Individual, family and group health insurance products/plans. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/18/2021 ADDRESS: 12006 Ridgemont Dr, Urbandale IA 50323, United States DESCRIPTION: Help clients and prospects choose health insurance plans/solutions and related service work. BECKMAN CATHOLIC ENDOWMENT BOARD POSITION: Committee Member NATURE: The Beckman Catholic Endowment Fund is created for the benefit of Beckman Catholic High School in Dyersville, Iowa. The Endowment fund currently provides financial support for the annual operating expenses for the High School. The long term goal is to raise the value of the fund from $7 million to $15 million in the future. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2026 ADDRESS: 1325 9th St SE, Dyersville IA 52040, United States DESCRIPTION: The role of the committee is to provide guidance to the school board on how to continue to grow the fund and how to put the funds to best use within the Beckman Catholic Community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-26 |
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