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 a corporation that provides broker-dealer services alongside advisory work focused on financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered and has been registered since 1987. Its client base includes both individual and family clients as well as institutional relationships. Fee arrangements combine percentage-of-assets and fixed-fee structures. The firm identifies as an active ESG investor and maintains a range of industry relationships that include banking, trust, insurance, and sponsor/manager roles in pooled 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 11
Loren Van Patten
Chief Operating OfficerCRD 5133128
David Belotte
Chief Compliance OfficerCRD 4418769
Catherine VanHevel
Chief Operating Officer / Wealth AdvisorCRD 4139867
Contacts
3 of 3946
Nancy Tellez
Financial AdvisorCRD 5639242
Michael Stecker
Financial AssociateCRD 5643961
Jordan Austin
Financial ConsultantCRD 5644912
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
Similar firms
Allianz Investment Management LLC
RIAMinneapolis, MN
Thrivent Private Investments
RIAMinneapolis, MN
AB Carval Investors, LP
RIAMinneapolis, MN
Whitebox Advisors LLC
RIAMinneapolis, MN
Winslow Capital Management LLC
RIAMinneapolis, MN
SIT Fixed Income Advisors II, LLC
RIAMinneapolis, MN