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Advisor at THRIVENT INVESTMENT MANAGEMENT INC.
LAKEWOOD, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Aug 26, 2025 | n/a | yes | LAKEWOOD, CO | Current employment |
| CWM, LLC | Bd affiliated wealth | Jan 31, 2020 | Jan 11, 2023 | no | Highlands Ranch, CO|OMAHA, NE | Previous registration |
| IWP WEALTH MANAGEMENT LLC | Former SEC adviser | Aug 13, 2018 | Jan 14, 2020 | no | DENVER, CO | Previous registration |
| NORTHSTAR FINANCIAL PLANNERS, INC. | Former SEC adviser | Oct 26, 2015 | Jun 29, 2018 | no | PLANTATION, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CWM, LLC | THRIVENT INVESTMENT MANAGEMENT INC. | Jan 11, 2023 | Aug 26, 2025 | 958 | Firm change after gap | Ibd to ibd |
| IWP WEALTH MANAGEMENT LLC | CWM, LLC | Jan 14, 2020 | Jan 31, 2020 | 17 | Firm change | RIA to ibd |
| NORTHSTAR FINANCIAL PLANNERS, INC. | IWP WEALTH MANAGEMENT LLC | Jun 29, 2018 | Aug 13, 2018 | 45 | Firm change | RIA to RIA |