Thrivent Investment Management Inc.

RIASEC RegisteredEst. 1987
Total AUM
$20.8B
Discretionary
$9.5B
46% of AUM
Avg account
$381K
Accounts
54,503
Employees
3,901
Advisory reps
3,821

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
18387
Registered since
May 18, 1987
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

FINTRX

Overview

Thrivent Investment Management Inc. is a corporate, SEC-registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm operates with a broker-dealer component and offers advisory services under both percentage-of-AUM and fixed-fee arrangements. Thrivent reports active ESG investing activity and maintains relationships across a range of financial services firms — including banking, trust, insurance and pooled-vehicle sponsors — which suggests an integrated distribution and product platform. The firm’s regulatory history goes back to 1987, and its business mix blends advisory work with broker-dealer activities. Client segments explicitly include both individual & family clients and institutional relationships. Thrivent is not characterized as a capital allocator in the provided data, and it reports using outside managers for certain alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Public Funds/Mutual Funds 42%, Cash & Cash Equivalents 5%, State & Local Bonds 1%52%
  • Exchange Traded Equities52%
  • Public Funds/Mutual Funds42%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%

Owners & executives

3 of 12
  • Andrew Walker

    Andrew Walker

    Chief Investment OfficerCRD 6160395

  • Catherine VanHevel

    Catherine VanHevel

    Chief Operating Officer / Wealth AdvisorCRD 4139867

  • Loren Van Patten

    Loren Van Patten

    Chief Operating OfficerCRD 5133128

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Contacts

3 of 3809
  • Maurice Nelson

    Maurice Nelson

    Registered RepresentativeCRD 1594852

  • Scott Ubbelohde

    Associate AnalystCRD 6741386

  • David Anderson

    David Anderson

    Financial AssociateCRD 6852759

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth