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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 2023-07-07
  • FL RA
    APPROVED
    Since 2023-07-07

Branch Locations

Ruskin, FL • United States

1603 Sun City Center Plaza, Sun City Center, FL 33573 • 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 Minneapolis MN 04/2023 12/2023
St. John The Divine Episcopal Church Sun City Center FL 09/2014 03/2023
Thrivent Financial Appleton WI 05/2023 12/2023
Thrivent Financial Appleton WI 12/2023 Present
  • 04/2023 → 12/2023
    Minneapolis, MN
  • 09/2014 → 03/2023
    St. John The Divine Episcopal Church
    Sun City Center, FL
  • 05/2023 → 12/2023
    Thrivent Financial
    Appleton, WI
  • 12/2023 → Present
    Thrivent Financial
    Appleton, WI
Other Businesses

DIOCESES OF SW FLORIDA POSITION: Supply Clergy NATURE: Substituting on Sundays for ill or vacationing clergy. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2023 ADDRESS: 8005 25th St E, Parrish FL 34219, United States DESCRIPTION: Preside and preach at Sunday morning service LA CRUZ SCHOOL POSITION: Board Member NATURE: La Cruz pre-school is forming as a 501c3 organization whose mission is to provide bilingual education to children. I have been asked to be one of the board members of the school. I understand that I am prohibited from serving as treasurer or voting on financial disbursements. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/26/2026 ADDRESS: 1049 Apollo Beach Blvd, Apollo Beach FL 33572, United States DESCRIPTION: Helping the school obtain it's 501c3 status, general leadership as the school forms.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-29
  • S66 Uniform Combined State Law Examination
    2023-06-29

View on SEC IAPD

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