Carolyn Werner Perez
Investment adviser representative at Thrivent Investment Management Inc.
3 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
3 years in the industry.
- Thrivent FinancialJan 2019 to now
- Thrivent Investment Management Inc.Dec 2018 to now
- John Nolan- Thrivent FinancialMay 2018 to Jan 2019
- HomemakerMar 2018 to May 2018
- Tiny WoodlandMar 2017 to Mar 2018
- Davis School DistrictOct 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 6940250
- Firm CRD
- 18387