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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
NC RA APPROVED 2024-05-08
FL RA APPROVED 2024-04-18
  • NC RA
    APPROVED
    Since 2024-05-08
  • FL RA
    APPROVED
    Since 2024-04-18

Branch Locations

167 S Edinburgh Dr, Winter Park, FL 32792 • United States

Two Town Square Boulevard, Asheville, NC 28803 • United States

Palm Bay, FL • 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 Palm Bay FL 02/2016 06/2021
Thrivent Financial Appleton WI 02/2016 06/2021
Thrivent Financial Appleton WI 06/2016 06/2021
Fidelity Investments Orlando FL 06/2021 04/2024
Thrivent Investment Management Inc Winter Park FL 04/2024 Present
Thrivent Financial Appleton WI 04/2024 06/2024
Thrivent Financial Appleton WI 06/2024 Present
  • 02/2016 → 06/2021
    Palm Bay, FL
  • 02/2016 → 06/2021
    Thrivent Financial
    Appleton, WI
  • 06/2016 → 06/2021
    Thrivent Financial
    Appleton, WI
  • 06/2021 → 04/2024
    Fidelity Investments
    Orlando, FL
  • 04/2024 → Present
    Winter Park, FL
  • 04/2024 → 06/2024
    Thrivent Financial
    Appleton, WI
  • 06/2024 → Present
    Thrivent Financial
    Appleton, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-29
  • S66 Uniform Combined State Law Examination
    2016-03-29
Other Names
  • Long Beth Erin
  • Erin Beth Long
  • Erin Beth Raether
  • Erin B Long
  • Erin Beth Raether

View on SEC IAPD

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