Caron Amy Whitlach

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → Present
  Thrivent Financial For Lutherans
  Appleton, WI
• 12/2009 → Present
  Thrivent Investment Management Inc
  Jensen Beach, FL

Other Businesses

BOY SCOUTS OF AMERICA POSITION: Secretary NATURE: To prepare young people to make ethical and moral choices over their lifetimes by instilling in them the values of the Scout Oath and Law. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 3195 NE Savannah Rd, Jensen Beach FL 34957, United States DESCRIPTION: Taking notes, sending out minutes after the monthly meeting, sending out agenda prior to the monthly meeting. JENSEN BEACH CHAMBER OF COMMERCE POSITION: Director NATURE: To foster and achieve a healthy economic climate through the efforts of membership and stand united as the advocate for business and tourism that provides a resource center to advance member success. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2023 ADDRESS: 1912 NE Jensen Beach Blvd, Jensen Beach FL 34957, United States DESCRIPTION: Attend board meetings, vote on membership, events, engagement. NORAC LLC POSITION: Owner NATURE: Commercial business rental unit. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/19/2017 ADDRESS: 3472 NE Savannah Rd, Jensen Beach FL 34957, United States DESCRIPTION: Receive rent check, report sales tax revenue and care for any maintenance issues.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-11

Other Names

• Caron Amy Kovacs