Dylan Joseph Rose

Financial advisor at Thrivent Investment Management Inc. · Decatur, IN

Last updated 2026-10-10

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Dylan Joseph Rose is a financial advisor at Thrivent Investment Management Inc. in Decatur, IN, CRD 7686869. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2026-06-17.

Registration

CRD number
7686869
Registration status
Active
IAPD registration
2026-06-17
Industry Experience
0 years
Work Experience
10 years
States registered
IN, OH

Licenses and exams

  • Series 65
  • Series 63

Work history

  • 2017-09 to 2023-06 · Mercer Landmark · Celina, OH
  • 2016-08 to 2019-07 · Wright State University · Celina, OH
  • 2023-06 to Present · Thrivent Investment Management Inc · Decatur, IN
  • 2023-07 to 2024-01 · Thrivent Financial · Appleton, WI
  • 2024-01 to Present · Thrivent Financial · Appleton, WI

Current employment

SEC IAPD record for Dylan Joseph Rose

Thrivent Investment Management Inc.

Regulatory AUM
$20,769,867,010
Registered advisors
3,192
Offices
2,267
Clients per advisor
39.4 (Low)
Average AUM per client
$165.2K (Low)
High-net-worth client ratio
14.1% (Low)

Thrivent Investment Management Inc.: advisors, services and reported ETF investments

About

Dylan Joseph Rose is a financial advisor at Thrivent Investment Management Inc. in Decatur, IN. Reported securities licenses include Series 65 and Series 63. The latest record indicates less than 1 year of industry experience and 10 years of reported work history.

Thrivent Investment Management Inc.'s firm-level Form ADV reports 3,192 advisors across 2,267 offices; approximately 39.4 clients per advisor, average assets per client of $165,163, and regulatory AUM of $20.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Corporations or other businesses, and Other; services including Financial Planning Services and Portfolio Management: Individuals and Small Businesses.

What this firm offers

Filed by Thrivent Investment Management Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Location

203 N 12th St, Decatur, IN 46733

2 advisors at this office.

Thrivent Investment Management office in Decatur, IN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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