Raj Mahesh Vaswani
Investment adviser representative at Thrivent Investment Management Inc.
11 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
11 years in the industry.
- Thrivent FinancialFeb 2026 to now
- Thrivent Investment Management Inc.Dec 2025 to now
- Clint Jasperson - ThriventNov 2025 to Feb 2026
- Devonshire PartnersOct 2025 to Nov 2025
- Simon Business School - University of RochesterJul 2024 to Dec 2025
- Investsavvy PmsFeb 2024 to Jun 2024
- Athena Investment AdvisorsJul 2022 to Jan 2024
- FreelancingNov 2021 to Jul 2022
- Valorem AdvisorsAug 2020 to Nov 2021
- EducationOct 2019 to Jul 2020
- Swan CapMay 2018 to Oct 2019
- University of Mumbai - Jai Hind CollegeJul 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8193912
- Firm CRD
- 18387