Lori Zupin Fox
Investment adviser representative at Thrivent Investment Management Inc.
13 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
13 years in the industry.
- Thrivent Investment Management Inc.Sep 2021 to now
- Thrivent FinancialSep 2021 to now
- Vantage Financial Partners, LLCAug 2021 to Aug 2021
- Thrivent Advisor Network, LLCMay 2020 to Aug 2021
- Thrivent Financial for LutheransFeb 2008 to May 2020
- Thrivent Investment Management IncJan 2008 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5487636
- Firm CRD
- 18387