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Sophey Stepanek

Thrivent Investment Management Inc.

Forest Lake, MN

Andover, MN

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Current Employers
Thrivent Investment Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-05-10
  • MN RA
    APPROVED
    Since 2022-05-10

Branch Locations

85 Lake St N, Forest Lake, MN 55025 • United States

1889 Station Pkwy Nw, Andover, MN 55304 • 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
Thrivent Financial Appleton WI 05/2026 Present
University Of Minnesota Minneapolis MN 09/2017 05/2020
Joe Stepanek - Thrivent Financial Andover MN 05/2020 05/2026
Thrivent Investment Management Inc Andover MN 12/2020 Present
Blaine High School Blaine MN 08/2013 08/2017
  • 05/2026 → Present
    Thrivent Financial
    Appleton, WI
  • 09/2017 → 05/2020
    University Of Minnesota
    Minneapolis, MN
  • 05/2020 → 05/2026
    Joe Stepanek - Thrivent Financial
    Andover, MN
  • 12/2020 → Present
    Thrivent Investment Management Inc
    Andover, MN
  • 08/2013 → 08/2017
    Blaine High School
    Blaine, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-09
S63 Uniform Securities Agent State Law Examination 2021-09-20
  • S65 Uniform Investment Adviser Law Examination
    2022-05-09
  • S63 Uniform Securities Agent State Law Examination
    2021-09-20

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · FOREST LAKE, MN
OSAIC WEALTH, INC. · FOREST LAKE, MN
CETERA INVESTMENT ADVISERS LLC · FOREST LAKE, MN
AMERIPRISE FINANCIAL SERVICES, LLC · FOREST LAKE, MN
LPL FINANCIAL LLC · FOREST LAKE, MN
AMERIPRISE FINANCIAL SERVICES, LLC · FOREST LAKE, MN
WELLS FARGO CLEARING SERVICES, LLC · FOREST LAKE, MN
EDWARD JONES · Forest lake, MN

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