James Andrew Dunlop
Investment adviser representative at Thrivent Advisor Network, LLC
23 yearsExperience
1 stateRegistered in
$6.8BFirm assets
7 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Thrivent Investment Management IncJun 2024 to now
- Thrivent Advisor Network, LLCJun 2020 to now
- Thrivent Advisor Network, LLC dba Advent PartnersJun 2020 to now
- Purshe Kaplan Sterling Investments, Inc.Jun 2020 to Jun 2024
- Thrivent Financial for LutheransFeb 2003 to May 2020
- Thrivent Investment Management IncFeb 2003 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
Thrivent Advisor Network, LLC
$6.8BAssets managed
14,732Clients
117Advisers
7 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
- 3246176
- Firm CRD
- 304569