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Matthew Mark Heller

Thrivent Investment Management Inc.

Ames, IA

Huxley, IA

CRD 5717023

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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 2020-06-23
IA RA APPROVED 2010-01-04
  • TX RA
    APPROVED_RES
    Since 2020-06-23
  • IA RA
    APPROVED
    Since 2010-01-04

Branch Locations

2705 Northridge Pkwy, Ames, IA 50010 • United States

Huxley, IA • 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 Ames IA 11/2009 Present
Thrivent Financial For Lutherans Appleton WI 01/2010 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-29
  • S66 Uniform Combined State Law Examination
    2009-12-29

View on SEC IAPD

Nearby Firms

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
OSAIC WEALTH, INC.
EDWARD JONES

Nearby Investors

LANE DOUGLAS SIRES
ETHAN THOMAS MECHLING
KELSEY RAE SUMMERS

Nearby Offices

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · AMES, IA
OSAIC WEALTH, INC. · AMES, IA
EDWARD JONES · AMES, IA

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