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Natalie Rose Raatz

Thrivent Investment Management Inc.

Newton, NC

Charlotte, NC

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Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-30
  • NC RA
    APPROVED
    Since 2024-08-30

Branch Locations

726 West C Street, Newton, NC 28658 • United States

Charlotte, NC • 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
The Vanguard Group, Inc. Charlotte NC 08/2019 04/2024
University Of North Carolina At Charlotte Charlotte NC 08/2018 05/2019
Edu Healthcare Huntersville NC 05/2018 08/2018
Vanguard Charlotte NC 08/2019 04/2024
University Of North Carolina At Charlotte Charlotte NC 09/2017 05/2018
Victoria's Secret Concord NC 05/2017 09/2017
University Of North Carolina At Charlotte Charlotte NC 09/2016 05/2017
Crazy8 Hickory NC 05/2016 09/2016
Thrivent Investment Management Inc Newton NC 04/2024 Present
Thrivent Financial Appleton WI 05/2024 06/2024
Thrivent Financial Appleton WI 06/2024 Present
  • 08/2019 → 04/2024
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2018 → 05/2019
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 05/2018 → 08/2018
    Edu Healthcare
    Huntersville, NC
  • 08/2019 → 04/2024
    Vanguard
    Charlotte, NC
  • 09/2017 → 05/2018
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 05/2017 → 09/2017
    Victoria's Secret
    Concord, NC
  • 09/2016 → 05/2017
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 05/2016 → 09/2016
    Crazy8
    Hickory, NC
  • 04/2024 → Present
    Thrivent Investment Management Inc
    Newton, NC
  • 05/2024 → 06/2024
    Thrivent Financial
    Appleton, WI
  • 06/2024 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-29
S63 Uniform Securities Agent State Law Examination 2019-10-11
  • S66 Uniform Combined State Law Examination
    2024-08-29
  • S63 Uniform Securities Agent State Law Examination
    2019-10-11
Other Names
  • Nat Raatz
  • Natalie Raatz
  • Nat Raatz

View on SEC IAPD

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Other Offices

EDWARD JONES · Newton, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEWTON, NC
TRUIST ADVISORY SERVICES, INC. · NEWTON, NC
TRUIST ADVISORY SERVICES, INC. · NEWTON, NC
EDWARD JONES · NEWTON, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · NEWTON, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · NEWTON, NC
EDWARD JONES · Newton, NC

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