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Leticia Castellanos casasola

Investment adviser representative at Thrivent Investment Management Inc.
11 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

11 years in the industry.

  1. Thrivent FinancialApr 2026 to now
  2. Thrivent Investment Management Inc.Feb 2026 to now
  3. Self-emplyedSep 2025 to Jan 2026
  4. Vsp VisionMar 2025 to Aug 2025
  5. Unitedhealth GroupFeb 2022 to Mar 2025
  6. WalmartFeb 2019 to Mar 2022
  7. Stream EnergyJul 2017 to Feb 2019
  8. Self-employedMay 2015 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (AR, 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
8171987
Firm CRD
18387
Advisor's SEC record (opens in a new tab)
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