Luke James Simons
Investment adviser representative at Thrivent Advisor Network, LLC
15 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$6.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Thrivent Investment Management, Inc.Oct 2024 to now
- Thrivent Advisor Network, LLCOct 2020 to now
- Thrivent Advisor Network, LLC d/b/a Retirepath AdvisorsSep 2020 to now
- Purshe Kaplan Sterling InvestmentsOct 2020 to Sep 2024
- Thrivent Financial for LutheransMar 2012 to Sep 2020
- Thrivent Investment Management IncSep 2011 to Sep 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NE).
Thrivent Advisor Network, LLC
$6.8BAssets managed
14,732Clients
117Advisers
7 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
- 5907531
- Firm CRD
- 304569