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Roy Albert Olson

Investment adviser representative at Thrivent Investment Management Inc.
18 yearsExperience
1 stateRegistered in
$20.8BFirm assets
39 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. Thrivent Investment Management Inc.Jul 2019 to now
  2. Thrivent FinancialJun 2019 to now
  3. UnemployedOct 2018 to Jun 2019
  4. Thrivent Financial for LutheransJan 2008 to Oct 2018
  5. Trivent Investment Management IncJan 2008 to Oct 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (WI).

Thrivent Investment Management Inc.

$20.8BAssets managed
125,754Clients
3,179Advisers
39 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2209678
Firm CRD
18387
Advisor's SEC record (opens in a new tab)
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