Thrivent Investment Management Inc.
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 18387
- Registered since
- May 18, 1987
- Website
- www.thrivent.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI54.88%
- Individuals42.82%
- Corporations / Businesses1.8%
- Other0.47%
- Pension & Profit Sharing Plans0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Thrivent Investment Management Inc. is the corporate advisory arm that provides portfolio management and financial planning to individual and institutional clients. Founded as an SEC-registered adviser in 1987, the firm operates with broker-dealer capabilities and uses both percentage-of-AUM and fixed-fee billing models. Its advisory work emphasizes individualized planning and portfolio management for individuals and small businesses, and the firm reports active consideration of ESG factors within its investment process. Industry affiliations listed for the firm include broker-dealer, trust and banking-related entities, insurance, and roles as sponsor or manager of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Owners & executives
3 of 12
Andrew Walker
Chief Investment OfficerCRD 6160395

Catherine VanHevel
Chief Operating Officer / Wealth AdvisorCRD 4139867

Loren Van Patten
Chief Operating OfficerCRD 5133128
Contacts
3 of 3844
Maurice Nelson
Registered RepresentativeCRD 1594852
Scott Ubbelohde
Associate AnalystCRD 6741386

David Anderson
Financial AssociateCRD 6852759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 600 Portland Ave
- Time zone
- CT (UTC-6)
- Office locations
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