Wilfred Wong
Investment adviser representative at Thrivent Investment Management Inc.
3 yearsExperience
2 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
3 years in the industry.
- Thrivent Investment Management Inc.Jun 2017 to now
- Thrivent FinancialJun 2017 to now
- Wong & AssociatesJan 2017 to Jun 2017
- Various Insurance Carriers for W&r Insurance AgenciesOct 2014 to Jan 2017
- Waddell & Reed, IncOct 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 5787076
- Firm CRD
- 18387