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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
MI RA APPROVED 2023-10-09
  • MI RA
    APPROVED
    Since 2023-10-09

Branch Locations

Sterling Heights, MI • United States

51675 Van Dyke Ave, Shelby Township, MI 48316 • 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
Lutheran High Northwest Rochester Hills MI 08/2020 06/2023
Oakland University Rochester MI 08/2016 06/2020
Thrivent Investment Management Inc Shelby Township MI 07/2023 Present
Thrivent Financial Appleton WI 08/2023 11/2023
Thrivent Financial Appleton WI 11/2023 Present
  • 08/2020 → 06/2023
    Lutheran High Northwest
    Rochester Hills, MI
  • 08/2016 → 06/2020
    Oakland University
    Rochester, MI
  • 07/2023 → Present
    Shelby Township, MI
  • 08/2023 → 11/2023
    Thrivent Financial
    Appleton, WI
  • 11/2023 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-06
  • S66 Uniform Combined State Law Examination
    2023-10-06

View on SEC IAPD

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