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Thrivent Investment Management Inc. CRD 18387
$20.8B regulatory AUM 84,100 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-03-20 |
Branch Locations
4321 North Ballard Road, Ste A1-Glag, Appleton, WI 54919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Appleton | WI | 12/2024 | Present |
| Bay-Lakes Council, Scouting America | Appleton | WI | 10/2017 | 01/2024 |
| Green Bay Sportservice | Green Bay | WI | 01/2017 | 12/2017 |
| Best Buy | Oshkosh | WI | 03/2016 | 01/2017 |
| N/A | Oshkosh | WI | 06/2015 | 12/2016 |
| N/A | Oshkosh | WI | 02/2024 | 12/2024 |
| Thrivent Financial | Appleton | WI | 02/2025 | 05/2025 |
| Thrivent Financial | Appleton | WI | 05/2025 | Present |
ROTARY CLUB OF OSHKOSH POSITION: Board Member NATURE: Non-Profit Service Club in service of the Oshkosh Community. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: PO Box 785, Oshkosh WI 54903-0785, United States DESCRIPTION: Support the club's mission, vision, values, and set goals for future direction for the Rotary Club of Oshkosh. Participate in monthly board meetings, and support recruitment, member development, training, and engagement in club meetings and projects throughout the 2-year term.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-19 |
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