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Cody Jeremiah Romero

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.

  1. Thrivent FinancialJun 2024 to now
  2. Thrivent Investment Management Inc.Apr 2023 to now
  3. Costco WholesaleJul 2021 to Jun 2024
  4. Bed Bath and BeyondDec 2014 to Jul 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
7238341
Firm CRD
18387
Advisor's SEC record (opens in a new tab)
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