Peter Joseph Kapler

Financial advisor at Thrivent Investment Management Inc. · West Bend, WI

Last updated 2026-10-10

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Peter Joseph Kapler is a financial advisor at Thrivent Investment Management Inc. in West Bend, WI, CRD 5543202. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2015-05-18.

Registration

CRD number
5543202
Registration status
Active
IAPD registration
2015-05-18
Industry Experience
11 years
Work Experience
12 years
States registered
TX, WI

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2014-08 to Present · Thrivent Investment Management Inc · West Bend, WI
  • 2014-10 to Present · Thrivent Financial · Appleton, WI

Current employment

SEC IAPD record for Peter Joseph Kapler

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

Peter Joseph Kapler is a financial advisor at Thrivent Investment Management Inc. in West Bend, WI. Reported securities licenses include Series 63 and Series 65. The latest record indicates 11 years of industry experience and 12 years of reported work history. Reported roles include Thrivent Financial.

SEC disclosures list additional business and community activities: Wisconsin Lutheran College Alumni Board Position: Career Board Member Nature: College Alumni Board With Focus On Careers Investment Related: No Number Of Hours: 5 Securities Trading Hours: 2 Start Date: 02/06/2017 Address: 8800 W Bluemound Rd: My role is focused on engaging alumni and current students in a means of successfully building careers for both; I help plan and coordinate events to facilitate career development for both populations.

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, Other; services including Financial Planning Services, 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

411 North River Road, West Bend, WI 53090

4 advisors at this office.

Thrivent Investment Management office in West Bend, WI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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