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Samuel David Jordan

Investment adviser representative at Thrivent Investment Management Inc.
10 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

10 years in the industry.

  1. Thrivent FinancialFeb 2026 to now
  2. Thrivent Investment Management Inc.Dec 2025 to now
  3. Career Transition PeriodJun 2025 to Dec 2025
  4. Packaging Corporation of AmericaMay 2017 to Jun 2025
  5. Career Transition PeriodJan 2017 to Feb 2017
  6. Nutra Health ManufacturingAug 2016 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (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
8181104
Firm CRD
18387
Advisor's SEC record (opens in a new tab)
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