Zachery M Bancroft
Investment adviser representative at Thrivent Investment Management Inc.
11 yearsExperience
1 stateRegistered in
$20.8BFirm assets
39 yearsFirm in business
Are you Zachery M Bancroft? 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
11 years in the industry.
- Thrivent Investment Management Inc.Jun 2026 to now
- Thrivent FinancialJun 2026 to now
- Thrivent FinancialAug 2025 to May 2026
- Eaa (experimental Aircraft Association)Jun 2020 to Dec 2025
- Oshkosh West High SchoolSep 2018 to Jun 2022
- Carl Traeger Middle SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 8038272
- Firm CRD
- 18387