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Michael John Martin

Thrivent Investment Management Inc.

Temecula, CA

Great Falls, MT

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Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2023-02-22
OK RA APPROVED 2021-02-17
TX RA APPROVED 2020-07-30
CA RA APPROVED 2019-12-20
  • MT RA
    APPROVED
    Since 2023-02-22
  • OK RA
    APPROVED
    Since 2021-02-17
  • TX RA
    APPROVED
    Since 2020-07-30
  • CA RA
    APPROVED
    Since 2019-12-20

Branch Locations

27280 Via Industria, Temecula, CA 92590 • United States

2 Railroad Square, Great Falls, MT 59401 • 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
Learnvest, Inc. Scottsdale AZ 09/2014 12/2016
Charles Schwab & Co., Inc. Phoenix AZ 01/2017 11/2019
Schwab Private Client Investment Advisory, Inc. Phoenix AZ 12/2016 01/2017
Thrivent Investment Management Inc Temecula CA 12/2019 Present
Thrivent Financial Appleton WI 12/2019 Present
  • 09/2014 → 12/2016
    Learnvest, Inc.
    Scottsdale, AZ
  • 01/2017 → 11/2019
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 12/2016 → 01/2017
    Schwab Private Client Investment Advisory, Inc.
    Phoenix, AZ
  • 12/2019 → Present
    Thrivent Investment Management Inc
    Temecula, CA
  • 12/2019 → Present
    Thrivent Financial
    Appleton, WI
Previous Registrations
  • 2017-01-03 → 2019-12-02
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Lone Tree, CO
  • 2015-08-10 → 2016-12-05
    Learnvest Planning Services, Llc
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-20
S63 Uniform Securities Agent State Law Examination 2010-10-18
  • S66 Uniform Combined State Law Examination
    2017-01-20
  • S63 Uniform Securities Agent State Law Examination
    2010-10-18
Designations

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PARK AVENUE SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
WOLFGANG CAPITAL

Other Investors

MARK RONALD TRACY
MONA HURTADO
RALPH BENDER
JACK RUTLEDGE
AMBER SMITH
RONALD Y HIDAYAT
LEE-ANN HODAPP
TOBY DUANE FERNER

Other Offices

ENDURING WEALTH ADVISORS · TEMECULA, CA
WELLS FARGO CLEARING SERVICES, LLC · TEMECULA, CA
EDWARD JONES · Temecula, CA
WELLS FARGO CLEARING SERVICES, LLC · TEMECULA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TEMECULA, CA
PARK AVENUE SECURITIES LLC · TEMECULA, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Temecula, CA
J.P. MORGAN SECURITIES LLC · TEMECULA, CA

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