Alexander Oaks
Investment adviser representative at Thrivent Investment Management Inc.
8 yearsExperience
4 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
8 years in the industry.
- Thrivent FinancialOct 2023 to now
- Thrivent Investment Management Inc.Sep 2023 to now
- N/aJun 2023 to Sep 2023
- Morgan StanleyOct 2018 to Jun 2023
- Morgan Stanley Private Bank, N.AOct 2018 to Jun 2023
- Beau's GrilleryOct 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (DC, MI, OK, 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
- 7017066
- Firm CRD
- 18387