Theresa Lynn Schaffer
Investment adviser representative at Thrivent Investment Management Inc.
12 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
12 years in the industry.
- Thrivent FinancialJul 2020 to now
- Thrivent Investment Management Inc.Apr 2020 to now
- Freimark & Associates, IncOct 2017 to Jul 2020
- Dakota Wealth Management, LLCJun 2017 to Oct 2017
- Variable Investment Advisors, Inc.May 2015 to Jun 2017
- Wishard InsuranceJun 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 3091969
- Firm CRD
- 18387