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Troy Allen Beck

Thrivent Investment Management Inc.

Menasha, WI

San Jose, CA

CRD 6123464

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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
TX RA APPROVED_RES 2022-03-28
CA RA APPROVED 2020-08-10
WI RA APPROVED 2018-10-03
  • TX RA
    APPROVED_RES
    Since 2022-03-28
  • CA RA
    APPROVED
    Since 2020-08-10
  • WI RA
    APPROVED
    Since 2018-10-03

Branch Locations

3102 Community Way, Menasha, WI 54952 • United States

2021 The Alameda Ste 140, San Jose, CA 95126 • 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 San Jose CA 10/2012 Present
Thrivent Financial For Lutherans Appleton WI 02/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-03
S63 Uniform Securities Agent State Law Examination 2012-11-29
  • S65 Uniform Investment Adviser Law Examination
    2018-10-03
  • S63 Uniform Securities Agent State Law Examination
    2012-11-29
Other Names
  • Troy Beck

View on SEC IAPD

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