Nicholas Poppe
Investment adviser representative at Thrivent Investment Management Inc.
10 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
10 years in the industry.
- Thrivent Investment Management Inc.Feb 2026 to now
- Thrivent FinancialFeb 2026 to now
- Real Property Management ExpressNov 2025 to Jan 2026
- Keyrenter ArkansasJul 2025 to Nov 2025
- Foundation Wealth Strategies, LLCMay 2025 to Feb 2026
- Assetmark Brokerage, LLCFeb 2021 to Jul 2025
- Assetmark Financial Holdings, IncFeb 2021 to Jul 2025
- UnemployedJan 2021 to Feb 2021
- Raymond James Financial Services, Inc.Dec 2019 to Dec 2020
- Orion Advisor ServicesSep 2018 to Dec 2019
- Iss Facility ServicesFeb 2018 to Sep 2018
- Cortrust BankAug 2017 to Aug 2018
- Bank of the WestJan 2017 to Aug 2017
- First National Bank of OmahaMay 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 4 states (DC, OK, SD, 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
- 7207586
- Firm CRD
- 18387