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Jonathan David Bundy

Thrivent Investment Management Inc.

Cleveland, OH

Berea, OH

CRD 8105793

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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
TX RA APPROVED 2025-10-21
OH RA APPROVED 2025-10-03
  • TX RA
    APPROVED
    Since 2025-10-21
  • OH RA
    APPROVED
    Since 2025-10-03

Branch Locations

Cleveland, OH • United States

429 Front Street, Berea, OH 44017 • 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 Investment Management Inc Cleveland OH 07/2025 Present
Monarch Investment And Management Group Franktown CO 09/2012 07/2025
Thrivent Financial Appleton WI 08/2025 11/2025
Thrivent Financial Appleton WI 11/2025 Present
  • 07/2025 → Present
    Thrivent Investment Management Inc
    Cleveland, OH
  • 09/2012 → 07/2025
    Monarch Investment And Management Group
    Franktown, CO
  • 08/2025 → 11/2025
    Thrivent Financial
    Appleton, WI
  • 11/2025 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-02
  • S66 Uniform Combined State Law Examination
    2025-10-02

View on SEC IAPD

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