Joshua Lee Koch

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

• 06/2014 → 03/2018
  Thrivent Investment Management Inc
  Lehighton, PA
• 09/2014 → 03/2018
  Thrivent Financial
  Appleton, WI
• 03/2018 → 10/2018
  Adp Broker Dealer Inc.
  Allentown, PA
• 03/2018 → 10/2018
  Adp Llc
  Allentown, PA
• 08/2025 → Present
  Thrivent Investment Management Inc.
  Lehighton, PA
• 10/2018 → 08/2025
  Sentry Insurance
  Stevens Point, WI
• 09/2025 → 12/2025
  Thrivent Financial
  Appleton, WI
• 12/2025 → Present
  Thrvivent Financial
  Appleton, WI

Other Businesses

BNI - ALL BUSINESS CHAPTER POSITION: Vice President NATURE: BNI is a referral-based business networking organization. I am a member of the All Business chapter, which is an online-only chapter. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2025 ADDRESS: 58 Oak Ridge Dr., Albrightsville PA 18210, United States DESCRIPTION: I keep weekly statistics for the chapter, lead the Membership Committee which includes screening new member applications and determining renewals for current members. HARDSHIP HEROES POSITION: Vice President NATURE: My spouse founded a local 501(c)3 organization. I serve on the Board of Directors and participate in fundraising activities and programs. The organization raises funds and provides one-of-a-kind gifts and experiences to those who apply and qualify (i.e. caretaker of someone who has medical hardship, loss of a dependent or provider, cancer diagnosis, other medical hardships, etc.). INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/21/2022 ADDRESS: 58 Oak Ridge Dr., Albrightsville PA 18210, United States DESCRIPTION: Voting on decisions for the organization. Assistance with events and programs.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-30
• S63 Uniform Securities Agent State Law Examination
  2014-06-30