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Sarah E Greer

Thrivent Investment Management Inc.

Bixby, OK

Minneapolis, MN

CRD 7028174

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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
OK RA APPROVED 2025-12-15
  • OK RA
    APPROVED
    Since 2025-12-15

Branch Locations

Bixby, OK • United States

600 Portland Ave S, Minneapolis, MN 55415 • 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
T. Rowe Price Colorado Springs CO 10/2018 01/2020
Unemployed Colorado Springs CO 08/2018 10/2018
Usaa Colorado Springs CO 08/2013 08/2018
Thrivent Investment Management Inc Minneapolis MN 01/2025 Present
Thrivent Financial Appleton WI 01/2025 Present
T. Rowe Price Colorado Springs CO 12/2020 11/2021
Self-Employed Peyton CO 01/2020 12/2020
Fis Colorado Springs CO 11/2021 01/2022
Self-Employed Peyton CO 01/2022 01/2025
  • 10/2018 → 01/2020
    T. Rowe Price
    Colorado Springs, CO
  • 08/2018 → 10/2018
    Unemployed
    Colorado Springs, CO
  • 08/2013 → 08/2018
    Usaa
    Colorado Springs, CO
  • 01/2025 → Present
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 01/2025 → Present
    Thrivent Financial
    Appleton, WI
  • 12/2020 → 11/2021
    T. Rowe Price
    Colorado Springs, CO
  • 01/2020 → 12/2020
    Self-Employed
    Peyton, CO
  • 11/2021 → 01/2022
    Fis
    Colorado Springs, CO
  • 01/2022 → 01/2025
    Self-Employed
    Peyton, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-13
S63 Uniform Securities Agent State Law Examination 2019-05-24
  • S66 Uniform Combined State Law Examination
    2025-12-13
  • S63 Uniform Securities Agent State Law Examination
    2019-05-24
Other Names
  • Sarah Greer

View on SEC IAPD

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