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Michael Kurt Meyer

Thrivent Investment Management Inc.

Muskego, WI

CRD 5043263

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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_RES 2017-03-16
WI RA APPROVED 2005-12-05
  • TX RA
    APPROVED_RES
    Since 2017-03-16
  • WI RA
    APPROVED
    Since 2005-12-05

Branch Locations

W188S7820 Racine Ave, Muskego, WI 53150 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Muskego WI 09/2005 Present
Thrivent Financial For Lutherans Appleton WI 10/2005 Present
Other Businesses

WISCONSIN LUTHERAN HIGH SCHOOL FOUNDATION POSITION: Investment Committee Chair NATURE: Support the mission and ministry of Wisconsin Lutheran High School. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 02/06/2020 ADDRESS: 330 N Glenview Ave, Milwaukee WI 53213, United States DESCRIPTION: The Board of Directors manages the business and affairs of the Foundation. I will serve as chair of the Investment Committee on the Foundation Board. I will run the Investment Committee quarterly meetings. The committee shall evaluate the performance of the investment advisor retained by the Foundation. The committee members will provide evaluation of the investment advisor for review and discussion by the board. The contracted investment advisor shall have oversight of each respective investment manager and report to the Investment Committee on any quantitative or qualitative issues that require a change. The Wisconsin Lutheran High School business office will provide treasure function and the Treasurer of the Foundation shall be authorized as signatory on the various investment, bank, and loan accounts maintained by the Foundation. I am not serving as Treasuer nor am I serving as the Investment Advisor.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-03
  • S66 Uniform Combined State Law Examination
    2005-12-03

View on SEC IAPD

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