Connie White
Investment adviser representative at Thrivent Investment Management Inc.
23 yearsExperience
3 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
23 years in the industry.
- Thrivent FinancialMay 2026 to now
- Thrivent Investment Management Inc.Sep 2025 to now
- People Helping PeopleJul 2022 to Jul 2026
- Embassy Center MkeMay 2021 to May 2026
- First Financial ServicesMar 2017 to Jun 2019
- R.W. Baird & CoMay 2015 to Oct 2021
- Mary Kay Cosmetics/self EmployedOct 2003 to May 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (OK, TX, WI).
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
- 6489365
- Firm CRD
- 18387