CRD: 18387
Thrivent Investment Management Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-1987
- Office Locations
- 1,109
Office Locations
About Thrivent Investment Management Inc.
Thrivent Investment Management Inc. provides financial advice through Thrivent financial advisors, including comprehensive financial planning, tax planning strategies, and investment guidance. Clients can start with no-cost initial meetings, then choose fee-based Dedicated Planning Services or a Managed Accounts Program to pursue investment goals, with a $25,000 minimum. The firm emphasizes values-driven planning and community impact.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS JOHN BIRR
Director, VICE PRESIDENT
- CRD
- #4148092
- Ownership
- Less than 5%
CALEB ANTHONY BOUSU
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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CHAD DENNIS AABERG
Owner, Wealth Advisor
- CRD
- #4618120
Erik David Aanonson
Broker
- CRD
- #6935071
Showing 2 of 3849 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,475,993,531 | $361,859 |
| Non-Discretionary | $11,293,873,479 | $398,851 |
| Total | $20,769,867,010 | $381,078 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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