Jack Osborn Coakley
Investment adviser representative at Thrivent Investment Management Inc.
13 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
13 years in the industry.
- Thrivent FinancialSep 2025 to now
- Thrivent Investment Management Inc.Aug 2025 to now
- UnemployedJul 2024 to Aug 2025
- US BankDec 2022 to Jul 2024
- UnemployedSep 2021 to Dec 2022
- Eldora Mountain Winter Sports ClubOct 2018 to Jan 2019
- University of Colorado BoulderAug 2017 to Aug 2021
- Coakley Brothers Moving and StorageMay 2017 to Aug 2017
- Marquette University High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 8123740
- Firm CRD
- 18387