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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
DC RA APPROVED 2025-09-03
OK RA APPROVED 2025-08-28
TX RA APPROVED 2025-08-26
  • DC RA
    APPROVED
    Since 2025-09-03
  • OK RA
    APPROVED
    Since 2025-08-28
  • TX RA
    APPROVED
    Since 2025-08-26

Branch Locations

Katy, TX • United States

600 Portland Ave S Msc 7100, 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
Torchy'S Tacos Austin TX 06/2022 01/2025
Data Recognition Company Maple Grove MN 03/2022 05/2022
St. Tammany Parish Public Schools Mandeville LA 08/2004 12/2021
Pfs Investment Inc. Houston TX 10/2024 05/2025
Primerica Financial Services Houston TX 01/2024 05/2025
Thrivent Investment Management Inc. Minneapolis MN 05/2025 Present
Thrivent Financial Appleton WI 05/2025 Present
  • 06/2022 → 01/2025
    Torchy'S Tacos
    Austin, TX
  • 03/2022 → 05/2022
    Data Recognition Company
    Maple Grove, MN
  • 08/2004 → 12/2021
    St. Tammany Parish Public Schools
    Mandeville, LA
  • 10/2024 → 05/2025
    Pfs Investment Inc.
    Houston, TX
  • 01/2024 → 05/2025
    Primerica Financial Services
    Houston, TX
  • 05/2025 → Present
    Minneapolis, MN
  • 05/2025 → Present
    Thrivent Financial
    Appleton, WI
Other Businesses

SPIDERSMART KATY POSITION: substitute tutor NATURE: This is a tutoring company that provides remediation and enrichment teaching to students in grades Kindergarten through 12th. I tutor only in English, reading, spelling, and writing. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/11/2025 ADDRESS: 529 Mason Rd., Katy TX 77450, United States DESCRIPTION: The tutor reviews the homework assignments the students bring and teaches the corrections to remediate the skill practiced. The tutor also delivers phonics, reading, and writing lessons as needed by the student's ability. These lessons are provided by SpiderSmart as is the material for the homework.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-28
S63 Uniform Securities Agent State Law Examination 2024-12-16
  • S66 Uniform Combined State Law Examination
    2025-07-28
  • S63 Uniform Securities Agent State Law Examination
    2024-12-16
Other Names
  • Jessica Jackson Dail

View on SEC IAPD

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