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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-29 |
Branch Locations
600 Portland Ave S, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Gladstone | OR | 08/2008 | 02/2019 |
| Waddell & Reed Inc | Lake Oswego | OR | 08/2008 | 02/2019 |
| Michael And Jammie Landis | Gladstone | OR | 11/2012 | 03/2024 |
| Principal Life Insurance Company | Lake Oswego | OR | 02/2019 | 09/2023 |
| Principal Securities Incorporated | Lake Oswego | OR | 02/2019 | 09/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2024 | Present |
GLADSTONE EDUCATION FOUNDATION POSITION: President NATURE: The mission of the Gladstone Education Foundation is ensuring the success of the children in our community through educational and organizational opportunity.The Foundation seeks to support activities, innovations, and improvements which enhance and enrich the educational services and programs for youth in the area served by the Gladstone School District. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2025 ADDRESS: 17789 Webster Rd, Gladstone OR 97027, United States DESCRIPTION: Presides most board meetings Oversees board and executive committee meetings Serves as the main contact for fellow board members in case of difficulties or conflicts Develops meeting agendas Directs committees by appointing members and assigning chairs Ensures corporate goals and objectives are met
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-08 |
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