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Bradley Steven Messerschmidt

Thrivent Investment Management Inc.

Mead, WA

Spokane, WA

CRD 6549791

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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 2022-02-02
WA RA APPROVED 2016-01-26
  • TX RA
    APPROVED_RES
    Since 2022-02-02
  • WA RA
    APPROVED
    Since 2016-01-26

Branch Locations

Mead, WA • United States

10220 N Nevada St, Spokane, WA 99218 • 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 Spokane WA 09/2015 Present
Thrivent Financial Appleton WI 04/2016 Present
Other Businesses

PERSONAL RENTAL PROPERTY POSITION: Owner NATURE: This is a rental property owed by my wife and I. We get approximately $250 per month above the mortgage. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2009 ADDRESS: 6120 N. Astor Ave, Spokane WA 99208 DESCRIPTION: Owner/Landlord ELEVATIONS - A CHILDREN'S THERAPY RESOURCE POSITION: Board Member NATURE: Elevations provides resources for children with disabilities. Below is the mission statement. "OUR MISSION Elevating children with special needs to reach their full potential by providing access to the resources and support they need to improve their families' overall quality of life. Many children who could benefit from therapeutic services in the greater Spokane area don't have access to the full range of care that could help them overcome and cope with physical, speech and mental challenges. Outstanding therapy resources are available for children in our community, but financial and insurance limitations are restricting families' access to needed therapies. Elevations exists to fill the gap and help children receive the services and equipment they need regardless of their parents' financial restrictions." INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 05/12/2017 ADDRESS: 325 S University Rd, Suite 203, Spokane Valley WA 99206, United States DESCRIPTION: Responsibilities: attend and participate in Board meetings (currently 2 hours once per month - typically the 2nd Friday of the month 9am-11am), review all pre-meeting materials and arrive at meetings prepared to discuss, serve on and chair committees as needed by the Board (at least one), provide ideas and resources for fundraising, provide ideas and resources for community contacts (donors, volunteers), be a champion for Elevations in the community, personally donate financially to Elevations annually commensurate with ability (minimum expectation is to purchase ticket and participate in Ghost Ball, our main fundraiser), average time commitment 5 - 10 hours per month BUILDABLE PRODUCTS POSITION: Founder- Owner NATURE: This business will be creating kits for building projects for/with children. This kits will include engineered drawings/instructions, hardware, fasteners, miscellaneous tools and an instructional video. These kits will be sold to the public. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2021 ADDRESS: 10515 E Central Ave, Spokane WA 99217, United States DESCRIPTION: I will be designing/creating the kits. Owning and operating the business. I am just starting so for now it will be some design work and business creation (website review, legal documents etc.). B & K GAME CALLS POSITION: Founder/Owner NATURE: This company will be making game calls and products for hunting and selling these products online. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 10515 E Central Ave, Spokane WA 99217, United States DESCRIPTION: I will be running business operations to get started (legal and planning). My plan is to hire staff once to company is going. My time on this will be spent in the evenings and weekends. ROCKY MOUNTAIN HUNTING CALLS POSITION: independent, recipient of royalties, design ideas and product development NATURE: Hunting call/hunting product manufacturer INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 4520 W Hargrave Ave Ste A, Post Falls WA 83854, United States DESCRIPTION: help generate ideas and prototypes for new product ideas, 2-3 max hours per week on evenings and weekends.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-25
  • S66 Uniform Combined State Law Examination
    2016-01-25

View on SEC IAPD

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