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Donald Frank Oleson

Thrivent Investment Management Inc.

Brandon, FL

Brandon, FL

CRD 3105485

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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
TX RA APPROVED 2006-07-24
FL RA APPROVED 2006-01-24
  • TX RA
    APPROVED
    Since 2006-07-24
  • FL RA
    APPROVED
    Since 2006-01-24

Branch Locations

407 N Parsons Ave, Brandon, FL 33510 • United States

Brandon, FL • 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. Brandon FL 07/2002 Present
Thrivent Financial For Lutherans Appleton WI 07/2002 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-06
  • S66 Uniform Combined State Law Examination
    2005-10-06
Other Names
  • Donald Frank Oleson

View on SEC IAPD

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PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC

Nearby Investors

RICHARD GERHARDT STEINBRUECK
MATTHEW LYNN OLESON
Quinton Baker

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Brandon, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Brandon, FL
PNC WEALTH MANAGEMENT LLC · BRANDON, FL

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