Tara Elizabeth Apelbaum
Investment adviser representative at Thrivent Investment Management Inc.
10 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
10 years in the industry.
- Thrivent Investment Management Inc.Jul 2025 to now
- Thrivent FinancialJul 2025 to now
- Jason Rogoff - Thrivent FinancialSep 2024 to Jul 2025
- N/aMay 2024 to Sep 2024
- Hebrew Academy of the Five Towns and RockawaySep 2021 to Jun 2022
- The Marion and Aaron Gural Jcc IncJun 2021 to Aug 2021
- St. John's UniversityAug 2020 to May 2024
- N/aJun 2020 to Aug 2020
- Oppen ScrollsSep 2019 to Jun 2020
- The Marion and Aaron Gural Jcc IncJun 2019 to Aug 2019
- Hebrew Academy of the Five Towns and RockawaySep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7968112
- Firm CRD
- 18387