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Benjamin Michael Wolfe

Thrivent Investment Management Inc.

Fort Atkinson, WI

Watertown, WI

CRD 7193834

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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 2020-08-05
  • WI RA
    APPROVED
    Since 2020-08-05

Branch Locations

Fort Atkinson, WI • United States

116 S Third St, Watertown, WI 53094 • 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
Charter Nex Films Milton WI 06/2017 06/2020
Farm And Fleet Janesville WI 05/2016 06/2017
Thrivent Investment Management Inc Watertown WI 04/2020 Present
Thrivent Financial Appleton WI 06/2020 09/2020
Thrivent Financial Appleton WI 09/2020 Present
Car Services Llc Cedarburg WI 12/2021 11/2023
  • 06/2017 → 06/2020
    Charter Nex Films
    Milton, WI
  • 05/2016 → 06/2017
    Farm And Fleet
    Janesville, WI
  • 04/2020 → Present
    Thrivent Investment Management Inc
    Watertown, WI
  • 06/2020 → 09/2020
    Thrivent Financial
    Appleton, WI
  • 09/2020 → Present
    Thrivent Financial
    Appleton, WI
  • 12/2021 → 11/2023
    Car Services Llc
    Cedarburg, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-04
  • S66 Uniform Combined State Law Examination
    2020-08-04

View on SEC IAPD

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