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Deborah Kaplan Beck

Thrivent Investment Management Inc.

Lady Lake, FL

CRD 5721186

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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
FL RA APPROVED 2019-06-13
IN RA APPROVED 2015-03-12
MI RA APPROVED 2010-04-22
  • FL RA
    APPROVED
    Since 2019-06-13
  • IN RA
    APPROVED
    Since 2015-03-12
  • MI RA
    APPROVED
    Since 2010-04-22

Branch Locations

Lady Lake, FL • 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 Lady Lake FL 10/2009 Present
Thrivent Financial For Lutherans Appleton WI 02/2010 Present
Other Businesses

AMAZING GRACE LUTHERAN CHURCH BOARD OF DIRECTORS POSITION: Secretary NATURE: The principal function of the BOD shall be to develop, monitor, and enforce policy, not to implement it. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 4886 CR 472, Oxford FL 34484, United States DESCRIPTION: oversee governing policy to achieve the mission define the state objectives as prescribed in the AGLC Constitution. Sign all Devine calls prior to voting assembly. Monitor committee operations of Endowment Fund (non-financial advice). FINANCE COMMITTEE MEMBER- AMAZING GRACE LUTHERAN CHURCH POSITION: Finance Commitee Member and Stewardship Ministry Director NATURE: That members and children of AGLC practice good stewardship based on biblical concepts as a way of life, and that the finance committee be good stewards of those gifts. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 4886 CR 472, Oxford FL 34484, United States DESCRIPTION: Promoting stewarding through education. Developing year-round stewardship program. Analyze past and present giving trends. Prepare budget needs for stewardship campaigns. Once gifts are at AGLC vote on guidelines for use. FLORIDA - GEORGIA DISTRICT LCMS POSITION: Region 2 Representative & District Assistant Secretary & Governance Chair NATURE: The Mission of the Florida-Georgia District is to serve, assist, and encourage congregations in the ministry of Jesus Christ. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 5850 T. G. Lee Blvd. Suite 500, Orlando FL 32822, United States DESCRIPTION: BODof the district shall have primary responsibility for district implementation of decisions of the Synod at the national level as they apply at the district level and within the boundaries of the respective district and for implementation of decisions of the district convention and district agencies.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-17
  • S66 Uniform Combined State Law Examination
    2009-12-17
Other Names
  • Deb Beck

View on SEC IAPD

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