Dawn Elizabeth Wolfgram
Investment adviser representative at Thrivent Investment Management Inc.
39 yearsExperience
4 statesRegistered 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
39 years in the industry.
- Thrivent FinancialFeb 2025 to now
- Thrivent Investment Management Inc.Jan 2025 to now
- Dw Consulting LLCAug 2024 to Feb 2025
- Ameriprise Financial Services, LLCFeb 2022 to Aug 2024
- Princor Financial Services CorporationSep 1998 to Jan 2022
- Principal Financial Group (home Office)Aug 1987 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 4 states (DC, MO, OK, TX).
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
- 3120618
- Firm CRD
- 18387