Simon M Fisher
Investment adviser representative at Thrivent Investment Management Inc.
11 yearsExperience
2 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
11 years in the industry.
- Thrivent FinancialJan 2024 to now
- Thrivent Investment Management Inc.Dec 2023 to now
- Keyes Stange & Wooten Wealth Management, LLCMay 2023 to Sep 2023
- Built TechnologiesDec 2022 to Mar 2023
- Computer Services Inc.Sep 2019 to Nov 2022
- The Copper River GroupApr 2018 to Sep 2019
- First International Bank and TrustMar 2013 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7752693
- Firm CRD
- 18387