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
3,856

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 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

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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 3844
  • 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