Michael D Whylie
Investment adviser representative at Thrivent Investment Management Inc.
10 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
10 years in the industry.
- Thrivent FinancialAug 2025 to now
- Thrivent Investment Management Inc.Aug 2025 to now
- Broward CoMay 2025 to Jul 2025
- Charles Schwab and Co., Inc.Dec 2022 to Apr 2025
- Charles Schwab Bank SsbDec 2022 to Apr 2025
- TD Ameritrade Investment Management, LLCFeb 2018 to Dec 2022
- TD Ameritrade, Inc.Feb 2018 to Dec 2022
- Scottrade, IncFeb 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 4 states (DC, FL, 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
- 5194142
- Firm CRD
- 18387