James P Lambert
Investment adviser representative at Thrivent Investment Management Inc.
10 yearsExperience
3 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 FinancialMar 2026 to now
- Thrivent Investment Management Inc.Dec 2025 to now
- Penntek Industrial CoatingsFeb 2025 to Mar 2026
- Solid Rock Concrete Coating LLCDec 2023 to Jan 2025
- Solid Faith VenturesAug 2023 to Dec 2023
- The Ultimate Client Experience dba Southwest ExteriorsApr 2023 to Aug 2023
- Southern CarlsonApr 2016 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (MN, OK, 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
- 8179146
- Firm CRD
- 18387