Robert Jeffrey Smith

Financial advisor at Thrivent Investment Management Inc.

Last updated 2026-10-10

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Robert Jeffrey Smith is a financial advisor at Thrivent Investment Management Inc., CRD 6912723. Licenses and exams on the registration: Series 66. IAPD registration began 2018-07-02.

Registration

CRD number
6912723
Registration status
Active
IAPD registration
2018-07-02
Industry Experience
8 years
Work Experience
19 years
States registered
FL, OK, TX

Licenses and exams

  • Series 66

Work history

  • 2006-12 to 2018-02 · Ebsco Industries · Birmingham, AL
  • 2018-02 to 2018-05 · Unemployed · Sarasota, FL
  • 2018-04 to Present · Thrivent Investment Management Inc · Heathrow, FL
  • 2018-05 to 2018-09 · Thrivent Financial · Appleton, WI
  • 2018-09 to Present · Thrivent Financial · Appleton, WI

Current employment

SEC IAPD record for Robert Jeffrey Smith

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

Robert Jeffrey Smith is a financial advisor at Thrivent Investment Management Inc.. Reported securities licenses include Series 66. The latest record indicates 8 years of industry experience and 19 years of reported work history. Reported roles include Thrivent Financial, Unemployed, Ebsco Industries, among others.

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

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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