Tobias Jacob Kaplan
Investment adviser representative at Thrivent Investment Management Inc.
6 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
6 years in the industry.
- Thrivent FinancialFeb 2021 to now
- Thrivent Investment Management Inc.Oct 2020 to now
- LifetimeJun 2015 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (MN, 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
- 7296745
- Firm CRD
- 18387