Brian J Heipp

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

• 08/2015 → Present
  Thrivent Investment Management Inc
  Lakeland, FL
• 08/2015 → Present
  Thrivent Financial
  Appleton, WI

Previous Registrations

• 2014-07-28 → 2015-08-11
  Lpl Financial Llc
  Lakeland, FL
• 2008-01-10 → 2014-07-29
  Thrivent Investment Management Inc.
  Lakeland, FL
  Heathrow, FL
  Lakeland, FL

Other Businesses

LAKELAND SUNRISE ROTARY CLUB POSITION: Board Member NATURE: As Board Member, I will tend the weekly/monthly meetings, recruit new members, and attend area Rotary events representing the club. I will not a vote on investments our fund raising. I will become President elect 7/2022- 6/2023 & President of club from 7/2023 - 6/2024 INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2018 ADDRESS: P.O. Box 362, Lakeland FL 33803, United States DESCRIPTION: attend weekly/monthly meetings, guide club direction. LAKELAND RUNNERS CLUB POSITION: Vice President NATURE: The Lakeland Runners Club is a 501(c)(3) nonprofit organization whose mission is to promote running and fitness for all people and ages in the greater Lakeland area through fellowship, education, and running events. Current Membership is approximately 800. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: P.O. Box 1484, Lakeland FL 33813, United States DESCRIPTION: I am currently a board member and will be serving as club vice president from 4/23-12/23. This position will serve as general support to the president and facilitating club operations. I also coach the club"s Tuesday night workouts and assist as needed on other group runs during the week as needed. LAKELAND RUNNERS CLUB POSITION: President NATURE: The Lakeland Runners Club is a 501(c)(3) nonprofit organization whose mission is to promote running and fitness for all people and ages in the greater Lakeland area through fellowship, education, and running events. Current Membership is approximately 800. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: P.O. Box 1484, Lakeland FL 33813, United States DESCRIPTION: I am currently serving as Vice President. My focus has been coaching run programs for the club early morning and on Tuesday evening. I do not have check signing abilities. I will be assuming position of President in 1/2026 -12/2027. Responsibilities will include general supervision, control of the business, and affairs of the corporation. I am relinquishing check signing and card holding responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-28

Designations

• Chartered Financial Consultant

Other Names

• Brian Joseph Heipp