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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 2025-11-04
  • WI RA
    APPROVED
    Since 2025-11-04

Branch Locations

148 East Milwaukee Street, Jefferson, WI 53549 • 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
Novotny Deli Provisions Delafield WI 07/2019 03/2021
Cellular Sales Brookfield WI 06/2018 07/2019
Shepherd Of The Hills West Bend WI 06/2017 06/2018
Walser Automotive Group Edina MN 06/2015 06/2017
Thrivent Investment Management Inc Madison WI 02/2021 05/2021
Thrivent Financial Appleton WI 03/2021 05/2021
Thrivent Investment Management Inc Jefferson WI 07/2025 Present
Lakeside Lutheran High School Lake Mills WI 05/2021 06/2023
Safety Kleem Madison WI 10/2023 07/2025
Rogers Behavioral Health Oconomowoc WI 06/2023 10/2023
Thrivent Financial Appleton WI 08/2025 12/2025
Thrivent Financial Appleton WI 12/2025 Present
  • 07/2019 → 03/2021
    Novotny Deli Provisions
    Delafield, WI
  • 06/2018 → 07/2019
    Cellular Sales
    Brookfield, WI
  • 06/2017 → 06/2018
    Shepherd Of The Hills
    West Bend, WI
  • 06/2015 → 06/2017
    Walser Automotive Group
    Edina, MN
  • 02/2021 → 05/2021
    Madison, WI
  • 03/2021 → 05/2021
    Thrivent Financial
    Appleton, WI
  • 07/2025 → Present
    Jefferson, WI
  • 05/2021 → 06/2023
    Lakeside Lutheran High School
    Lake Mills, WI
  • 10/2023 → 07/2025
    Safety Kleem
    Madison, WI
  • 06/2023 → 10/2023
    Rogers Behavioral Health
    Oconomowoc, WI
  • 08/2025 → 12/2025
    Thrivent Financial
    Appleton, WI
  • 12/2025 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-03
  • S66 Uniform Combined State Law Examination
    2025-11-03
Other Names
  • Jason Fry

View on SEC IAPD

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