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Matthew William Conway

Thrivent Investment Management Inc.

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About Matthew William Conway

Matthew Conway is a financial advisor with Thrivent Investment Management Inc. Matthew has been in the financial services industry since January 14, 2017. Matthew's prior experience includes working with Oppenheimer & Co. Inc., Ultimus Fund Distributors, LLC and NYLIFE Securities LLC. Matthew is registered with the states of New York and New Jersey. Matthew offers financial planning and portfolio management services to individuals and businesses. Matthew is also a Chartered Financial Analyst.

Firm Information

Matthew Conway 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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Matthew Conway’s Registration & Firm History

NJ

09/04/2024 - Present

Thrivent Investment Management Inc. (MONTVALE NJ)

NY

04/26/2022 - 08/02/2024

OPPENHEIMER & CO. INC. (NEW YORK NY)

OH

03/20/2018 - 04/25/2022

ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)

NY

11/10/2016 - 02/13/2018

NYLIFE SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/29/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew William Conway.
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