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Thrivent Investment Management Inc. CRD 18387
$20.8B regulatory AUM 84,100 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-09-27 |
| CO | RA | APPROVED | 2024-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Columbus | OH | 08/2013 | 08/2018 |
| Ohio State University Wexner M | Columbus | OH | 08/2017 | 03/2019 |
| Raft California | Lotus | CA | 04/2019 | 09/2020 |
| Schulkill Valley School District | Leesport | PA | 11/2019 | 02/2020 |
| Unemployed | Coloma | CA | 09/2020 | 05/2021 |
| American Whitewater Expedition | Coloma | CA | 05/2021 | 09/2021 |
| Mayo Clinic Scottsdale | Phoenix | AZ | 09/2021 | 09/2022 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 02/2023 | 03/2024 |
| Unemployed | Lotus | CA | 02/2020 | 06/2020 |
| Unemployed | Phoenix | AZ | 09/2022 | 02/2023 |
| Thrivent Investment Management Inc | Cedarburg | WI | 07/2024 | Present |
| Unemployed | Scottsdale | AZ | 03/2024 | 07/2024 |
| Thrivent Financial | Appleton | WI | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-26 |
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