Yale Nelson
Investment adviser representative at Thrivent Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$48BFirm assets
20 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Thrivent Asset Management, LLCAug 2022 to now
- Thrivent Distributors LLCDec 2021 to now
- Thrivent FinancialNov 2021 to now
- RBCJun 2014 to Oct 2021
- RBC Capital Markets, LLCJun 2014 to Oct 2021
- RBC Global Asset ManagementJun 2014 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
Thrivent Asset Management, LLC
$48BAssets managed
31Clients
23Advisers
20 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
- 5523996
- Firm CRD
- 137751