Grant Matthew Swanson
Investment adviser representative at Thrivent Investment Management Inc.
10 yearsExperience
1 stateRegistered in
$20.8BFirm assets
39 yearsFirm in business
Are you Grant Matthew Swanson? Claim your profile
Contact this firm
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 FinancialNov 2024 to now
- Thrivent Investment Management Inc.Sep 2024 to now
- Santa Barbara Unified School DistrictOct 2023 to Nov 2024
- UnemployedJun 2021 to Oct 2023
- 1st Financial Bank USAJul 2016 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7963186
- Firm CRD
- 18387