Dillon R Matheny
Investment adviser representative at Thrivent Investment Management Inc.
19 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
19 years in the industry.
- Thrivent FinancialAug 2025 to now
- Thrivent Investment Management Inc.Aug 2025 to now
- UnemployedApr 2025 to Aug 2025
- Charles Schwab Bank, SsbAug 2021 to Mar 2025
- Charles Schwab & Co., Inc.Jul 2021 to Mar 2025
- USAA Life Insurance CompanyDec 2020 to Jul 2021
- USAA Investment Management CompanyJan 2018 to Jul 2021
- USAA Financial Planning ServicesFeb 2007 to Dec 2020
- USAA Financial Advisors, IncFeb 2007 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4131707
- Firm CRD
- 18387