Rachel Roth
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.Jul 2023 to now
- Thrivent FinancialJan 2023 to now
- Janesville School DistrictAug 2022 to Dec 2022
- Northwestern MutualJan 2021 to May 2021
- StarbucksMay 2019 to Aug 2022
- Uw Madison Dining and Culinary ServicesMar 2019 to May 2019
- Uw Food and BeverageAug 2018 to Mar 2019
- Lakeview Bar and GrillMay 2018 to Aug 2018
- CulversMar 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 4 states (DC, OK, TX, 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
- 7311036
- Firm CRD
- 18387