Zhuowei Xu
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.Jan 2025 to now
- Thrivent FinancialJan 2025 to now
- Ashford AdvisorsApr 2024 to Dec 2024
- TIAASep 2023 to Apr 2024
- TIAA-CREF Individual & Institutional Services, LLCSep 2023 to Apr 2024
- UnemployedJun 2023 to Sep 2023
- Wells Fargo Clearing Services LLCJul 2021 to Jun 2023
- Wells Fargo NAJul 2021 to Jun 2023
- Digital Intelligence Systems LLC / Dexian DisysJul 2021 to Nov 2021
- UnemployedMay 2021 to Jul 2021
- Chick-fil-aAug 2018 to Nov 2018
- Varsity TutorsMay 2018 to Aug 2021
- North Carolina State UniversityAug 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 4 states (DC, NC, 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
- 7422781
- Firm CRD
- 18387