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Cole William Steinke

Thrivent Investment Management Inc.

Clintonville, WI

Marion, WI

CRD 5901299

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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:

Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2011-08-22
  • WI RA
    APPROVED
    Since 2011-08-22

Branch Locations

148 S Main St, Clintonville, WI 54929 • United States

Marion, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Clintonville WI 05/2011 Present
Thrivent Financial For Lutherans Appleton WI 09/2011 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-19
  • S66 Uniform Combined State Law Examination
    2011-08-19

View on SEC IAPD

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Nearby Offices

EDWARD JONES · CLINTONVILLE, WI
EDWARD JONES · CLINTONVILLE, WI
EDWARD JONES · SHAWANO, WI

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