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Thrivent Investment Management Inc. CRD 18387
$20.8B regulatory AUM 84,100 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-04 |
Branch Locations
4530 Park Rd, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Warren Smith | Mooresville | NC | 05/2019 | 08/2019 |
| Uncw | Wilmington | NC | 08/2016 | 12/2019 |
| Unemployed | Mooresville | NC | 08/2019 | 05/2020 |
| Unemployed | Mooresville | NC | 08/2009 | 05/2019 |
| New York Life Insurance Co. | Charlotte | NC | 06/2020 | 01/2021 |
| Nylife Securities Llc | Charlotte | NC | 09/2020 | 01/2021 |
| Greerwalker Wealth, Llc | Charlotte | NC | 02/2021 | 01/2023 |
| Choreo, Llc | Charlotte | NC | 02/2023 | 07/2024 |
| Thrivent Investment Management Inc. | Charlotte | NC | 08/2024 | Present |
| Thrivent Financial | Appleton | WI | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-01 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-01 |
| S66 | Uniform Combined State Law Examination | 2021-04-02 |
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