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Matthew Nicholas Witkowski

Thrivent Investment Management Inc.

Milwaukee, WI

CRD 4866311

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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 2011-04-04
  • WI RA
    APPROVED
    Since 2011-04-04

Branch Locations

5600 West Brown Deer Road, Milwaukee, WI 53223 • 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 Brown Deer WI 04/2011 Present
Thrivent Financial For Lutherans Appleton WI 03/2011 12/2022
Thrivent Financial Appleton WI 12/2022 Present
  • 04/2011 → Present
    Brown Deer, WI
  • 03/2011 → 12/2022
    Thrivent Financial For Lutherans
    Appleton, WI
  • 12/2022 → Present
    Thrivent Financial
    Appleton, WI
Previous Registrations
  • 2009-11-17 → 2011-03-18
    Madison, WI
  • 2009-06-15 → 2009-11-09
    Securities America Advisors, Inc.
    La Vista, NE
  • 2007-01-16 → 2008-07-03
    Cuna Brokerage Services, Inc.
    Madison, WI
  • 2006-07-14 → 2006-08-22
    Milwaukee, WI
  • 2006-01-03 → 2006-06-28
    Cuna Brokerage Services, Inc.
    Madison, WI
Other Businesses

ATHLETES BEFORE CHRIST (ABC YOUNG LIONS BASKETBALL) POSITION: Board Member NATURE: AS a Non-profit organization, A.B.C is a community based initiative, designed to develop our children and young adults mentally, physically, and spiritually through basketball. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2021 ADDRESS: S63W22775 Garrett Drive, Waukesha, WI WI 53189, United States DESCRIPTION: Provide mission, vision and value leadership to the organization as it relates to youth basketball operations and community events for the ABC Young Lions Basketball teams. CATHOLIC MEMORIAL HIGH SCHOOL POSITION: Basketball Coach NATURE: Catholic Memorial High School Varsity Basketball Coach INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 601 E College Ave, Waukesha WI 53186, United States DESCRIPTION: Help student athletes grow with the game of basketball through classroom learning and on court, game timeexperience. ROLLING MEADOWS OF VERNON - HOMEOWNER'S ASSOCIATION BOARD POSITION: President NATURE: The Home Owners Association oversees Rolling Meadows, a community ofapproximately 50homes located in Vernon Wisconsin INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: S63W22775 Garrett Drive, Waukesha WI 53189, United States DESCRIPTION: The board will oversee and address matters related to Rolling Meadows of Vernon community business. Business could include annual budgeting, event coordination, common area operations, etc. ThePresidentis responsible for ensuring completion of annual board business and leading board meetings.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-29
  • S66 Uniform Combined State Law Examination
    2004-12-29
Other Names
  • Matthew N Witkowski

View on SEC IAPD

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