Santiago Diaz
Investment adviser representative at Thrivent Investment Management Inc.
12 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
12 years in the industry.
- Thrivent FinancialMay 2025 to now
- Thrivent Investment Management Inc.Jan 2025 to now
- Brock Group LLCOct 2024 to Jan 2025
- First Choice Remodeling LLCSep 2024 to May 2025
- Oral Roberts UniversityJan 2022 to Dec 2024
- Universidad De Los AndesJan 2020 to Dec 2021
- Trinity Christian CentreAug 2019 to Dec 2019
- El Camino AcademyJan 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7989694
- Firm CRD
- 18387