Charlie R Gess
Investment adviser representative at Thrivent Investment Management Inc.
12 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
12 years in the industry.
- Thrivent FinancialDec 2025 to now
- Thrivent Investment Management Inc.Oct 2025 to now
- Tyvoll HandcraftedMay 2025 to Oct 2025
- University of Northwestern - St. PaulAug 2021 to May 2025
- Not Justa CafeAug 2020 to Jan 2025
- Kwik TripJun 2020 to Dec 2021
- New Richmond 8 TheatreSep 2019 to Aug 2020
- Minnesota Soccer Referee ComitteeMay 2016 to Oct 2022
- Casey's BerriesMay 2014 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 8165722
- Firm CRD
- 18387