Jonathan Shier
Investment adviser representative at Thrivent Investment Management Inc.
13 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
13 years in the industry.
- Thrivent Investment Management Inc.Feb 2024 to now
- Thrivent FinancialFeb 2024 to now
- Fidelity InvestmentsJul 2022 to Feb 2024
- Trek BicycleMay 2021 to Jul 2022
- Stanley Black and DeckerMay 2020 to Dec 2020
- Birdville High SchoolAug 2019 to May 2020
- Prosper High SchoolAug 2019 to Nov 2019
- Ray Braswell High SchoolAug 2019 to Nov 2019
- Prosper High SchoolAug 2018 to Nov 2018
- Sonic Drive-inJan 2018 to May 2018
- University of North TexasMay 2017 to May 2021
- Sonic Drive-inJun 2015 to May 2017
- Birdville High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (DC, 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
- 7606590
- Firm CRD
- 18387