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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-05 |
| PA | RA | APPROVED | 2018-08-06 |
Branch Locations
895 Monocacy Creek Road, Birdsboro, PA 19508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fleetwood Bank | Fleetwood | PA | 09/2016 | 03/2018 |
| Wells Fargo Bank Na | Reading | PA | 03/2014 | 09/2016 |
| Thrivent Investment Management Inc | Birdsboro | PA | 05/2018 | Present |
| Thrivent Financial | Appleton | WI | 03/2018 | 10/2018 |
| Thrivent Financial | Appleton | WI | 10/2018 | Present |
SANTA CLAUSE IMPERSONATOR POSITION: Santa Clause NATURE: I am a seasonal Santa Clause impersonator for local events, private parties, corporate events, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2001 ADDRESS: 606 Main Street, Oley PA 19547, United States DESCRIPTION: Proving the joy of the holiday season to local youth and families through impersonating Santa Clause. DANIEL BOONE OPTIMIST CLUB POSITION: Board of Directors NATURE: This club provides programs and services to the children in the greater Daniel Boone School district. We provide numerous programs throughout the year. See Danielbooneoptimist.com for complete list INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2023 ADDRESS: P.O. Box 98, Douglassville PA 19518, United States DESCRIPTION: As a member of the 10 person board, I will hear requests made to the board and vote on them to be approved or denied. These include changes to the budget, new expenses, changes to the club bylaws, etc.? SALVATION ARMY-BOYERTOWN POSITION: Member-Advisory Board NATURE: Provides services and clothing to the needy INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/12/2025 ADDRESS: 409 S. Reading Avenue, Boyertown PA 19512, United States DESCRIPTION: I am the chairperson of the advisory board which helps guide the local Salvation Army unit in making decisions about upcoming activities, fundraising activities, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-03 |
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