Shelli Dawn Perez
Investment adviser representative at Thrivent Investment Management Inc.
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Thrivent FinancialNov 2022 to now
- Thrivent Investment Management Inc.Oct 2022 to now
- ShiptOct 2021 to Mar 2022
- Myrtle & Cypress CoffehouseApr 2021 to Oct 2022
- Structure Decks & PergolasMay 2018 to Oct 2021
- Hearts & Minds Early Childhood ProgramMay 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7596655
- Firm CRD
- 18387