Ronald M Adamoli
Investment adviser representative at Thrivent Investment Management Inc.
25 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
25 years in the industry.
- Thrivent Investment Management Inc.Aug 2022 to now
- Thrivent FinancialAug 2022 to now
- Financial Engines Advisors L.L.C.Jun 2018 to Jan 2021
- UnemployedJan 2018 to Jun 2018
- Bank of America, N.A.Feb 2016 to Jan 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2016 to Jan 2018
- CaregiverJan 2001 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 2851333
- Firm CRD
- 18387