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Adam C Peck

Thrivent Investment Management Inc.

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About Adam C Peck

Adam C. Peck is a financial advisor registered with Thrivent Investment Management Inc. Adam has been in the financial industry for over 10 years, and is a registered investment advisor. Adam has passed the Series 63, 66, 7, 9, 10 and SIE exams. Adam is currently registered with the state of Indiana and Colorado as a broker and an investment advisor. Adam works with individuals, high net worth individuals, churches, corporations and other businesses to provide investment management and financial planning services.

Firm Information

Adam Peck is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Peck’s Registration & Firm History

IN

07/23/2024 - Present

Thrivent Investment Management Inc. (Carmel IN)

IN

08/13/2018 - 07/16/2024

CHARLES SCHWAB & CO., INC. (Indianapolis IN)

IN

12/07/2006 - 07/25/2011

CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 05/03/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/15/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam C Peck.
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