Reece Roubic
Investment adviser representative at Thrivent Investment Management Inc.
12 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
12 years in the industry.
- Thrivent Investment Management Inc.Nov 2022 to now
- Thrivent FinancialNov 2022 to now
- Ameriprise Financial Services, LLCJan 2020 to Sep 2022
- UnemployedNov 2019 to Jan 2020
- Ameriprise Financial Services, LLCJan 2019 to Sep 2019
- Fund Evaluation GroupAug 2017 to May 2018
- Cincinnati BellJul 2016 to Dec 2016
- University of CincinnatiAug 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7062234
- Firm CRD
- 18387