Simon Blattstein
Investment adviser representative at Thrivent Investment Management Inc.
12 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
12 years in the industry.
- Thrivent Investment Management Inc.Jul 2022 to now
- Thrivent FinancialJul 2022 to now
- Binghamton University - Office of Fraternity and Sorority LifeJan 2021 to Dec 2021
- Binghamton UniversityAug 2018 to May 2022
- Pinehaven Country ClubSep 2016 to Aug 2022
- Guilderland High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (DC, NY, 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
- 7123397
- Firm CRD
- 18387