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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 2026-06-10
DC RA APPROVED 2026-04-30
PA RA APPROVED 2024-01-30
  • TX RA
    APPROVED_RES
    Since 2026-06-10
  • DC RA
    APPROVED
    Since 2026-04-30
  • PA RA
    APPROVED
    Since 2024-01-30

Branch Locations

2500 E High St, Pottstown, PA 19464 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coatesville Area School District Thorndale PA 08/2007 08/2023
Primerica Financial Services Duluth GA 03/2019 06/2023
Thrivent Investment Management Inc Exton PA 07/2023 Present
Thrivent Financial Appleton WI 08/2023 06/2024
Thrivent Financial Appleton WI 06/2024 Present
  • 08/2007 → 08/2023
    Coatesville Area School District
    Thorndale, PA
  • 03/2019 → 06/2023
    Primerica Financial Services
    Duluth, GA
  • 07/2023 → Present
    Exton, PA
  • 08/2023 → 06/2024
    Thrivent Financial
    Appleton, WI
  • 06/2024 → Present
    Thrivent Financial
    Appleton, WI
Other Businesses

SUBSTITUTE TEACHER SERVICE POSITION: substitute teacher NATURE: substitute teacher service for local k-12 schools INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 11/01/2023 ADDRESS: 2901 Dutton Mill Road, Aston PA 19014, United States DESCRIPTION: substitute teaching in k-12 classrooms

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-26
  • S66 Uniform Combined State Law Examination
    2024-01-26
Other Names
  • Bryan J Wise
  • Bryan James Forbes Wise

View on SEC IAPD

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