Brett Bergeson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 05/2024
  Redwood Area School District
  Redwood Falls, MN
• 09/2016 → 09/2017
  Janesville-Waldorf-Pemberton School District
  Janesville, MN
• 05/2024 → Present
  Thrivent Investment Management Inc
  Redwood Falls, MN
• 06/2024 → 09/2024
  Thrivent Financial
  Appleton, WI
• 09/2024 → Present
  Thrivent Financial
  Appleton, WI

Other Businesses

EVANGELICAL FREE CHURCH REDWOOD FALLS POSITION: Deacon NATURE: This is a church INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 1370 E Bridge St, Redwood Falls MN 56283, United States DESCRIPTION: I helpwith the upkeep of the building, such as fixing and cleaning. As part of that role I do have the authority to approve the ordering of materials.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-05