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 an SEC-registered corporation that provides both broker-dealer services and advisory work, focused on financial planning and portfolio management for individuals and small businesses. The firm serves individual and family clients alongside institutional relationships, and charges fees that include percentage-of-AUM arrangements as well as fixed fees. Thrivent reports being an active ESG investor and maintains affiliations across banking, trust, insurance, and pooled-vehicle sponsorship roles, indicating a broad footprint within the financial-services ecosystem. The firm has been registered with the SEC since 1987.
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
Loren Van Patten
Chief Operating OfficerCRD 5133128
David Belotte
Chief Compliance OfficerCRD 4418769
Catherine VanHevel
Chief Operating Officer / Wealth AdvisorCRD 4139867
Contacts
3 of 3884
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
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