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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2026-07-23 |
| OK | RA | APPROVED | 2026-07-22 |
| TX | RA | APPROVED | 2026-07-17 |
| CA | RA | APPROVED | 2026-07-10 |
Branch Locations
Citrus Heights, CA • United States
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2023 | 09/2024 |
| Vsp Vision Care | Rancho Cordova | CA | 09/2015 | 11/2022 |
| Jpmorgan Chase Bank, N.A. | El Dorado Hills | CA | 10/2024 | 09/2025 |
| J.P. Morgan Securities Llc | El Dorado Hills | CA | 10/2024 | 09/2025 |
| Unemployed | Citrus Heights | CA | 12/2022 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yuba City | CA | 10/2025 | 07/2026 |
| Bank Of America, N.A. | Yuba City | CA | 10/2025 | 07/2026 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 07/2026 | Present |
| Thrivent Financial | Appleton | WI | 07/2026 | Present |
RENTAL PROPERTY POSITION: Brendan and Katherine Downard NATURE: Single family home, rental property. The house belonged to my mother and was inherited after her passing. We have rented it since that time. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 1424 Rushden Dr, Sacramento CA 95864, United States DESCRIPTION: Collect rent. Conduct semi-annual inspections and notate any repairs needed. Take care of maintenance personally or contract the work out. RENTAL PROPERTY POSITION: Brendan and Katherine Downard NATURE: Rental Property. Half our house is a duplex, and we rent the other half we do not live in. Each side has its own front and rear entrance and separate back yard. Each side has its own electric meter. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 7525 Baird Way Unit B, Citrus Heights CA 95610, United States DESCRIPTION: Collect Rent. Conduct semi-annual inspections. Take care of minor maintenance issues as they arise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-13 |
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