Trey Owens
Investment adviser representative at Thrivent Investment Management Inc.
10 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
10 years in the industry.
- Thrivent FinancialFeb 2026 to now
- Thrivent Investment Management Inc.Aug 2025 to now
- Montana ResourcesSep 2023 to Aug 2025
- Butte High SchoolAug 2022 to Sep 2023
- Mac's Last CastAug 2020 to Aug 2022
- Magic Diamond CasinoJan 2019 to Aug 2020
- University of MontanaAug 2018 to Jan 2019
- Elkhorn InsulationJun 2018 to Aug 2018
- University of MontanaAug 2017 to Jun 2018
- Hahn RanchJun 2017 to Aug 2017
- Broadwater HighschoolAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MT, 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
- 8103021
- Firm CRD
- 18387