Robert Wolf

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

• 04/2023 → 09/2024
  Loan Factory
  San Jose, CA
• 01/2022 → 04/2023
  Cross Country Mortgage And Lend Us And New American Funding
  Tampa, FL
• 01/2021 → 12/2021
  Florida Funding
  Orlando, FL
• 01/2019 → 11/2020
  Bic Graphic
  Clearwater, FL
• 07/2017 → 12/2018
  Student
  Seminle, FL
• 04/2016 → 06/2017
  Andritz Iggesund Tools
  Oldsmar, FL
• 10/2024 → 03/2025
  Nylife Securities Llc
  Tampa, FL
• 04/2024 → 03/2025
  New York Life Insurance Company
  Tampa, FL
• 03/2025 → Present
  Thrivent Investment Management Inc
  Minneapolis, MN
• 03/2025 → Present
  Thrivent Financial
  Appleton, WI

Other Businesses

COST TO SERVE, LLC POSITION: Owner NATURE: I created a program to help businesses capture their total cost of inventory. It takes the operational cost of a warehouse or DC and breaks this cost down to each SKU, depending on the size and days of supply. www.costtoserve.net is the website, if you'd like to take a look INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 10084 Commodore Dr, Seminole FL 33776, United States DESCRIPTION: People would give me their inventory items, with other information, I would enter it in my program, then I would give a report of these items showing their total cost, not just what they paid for the item.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-17
• S65 Uniform Investment Adviser Law Examination
  2024-01-30

Other Names

• Rob Wolf