Caleb
Whicker

Thrivent Investment Management Inc

CRD#7365729
Investment Advisor
in Carmel, IN

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About this Advisor

Caleb Whicker is a financial advisor operating in Carmel, Indiana with a total of 2 years of relevant experience. Whicker is an employee of Thrivent Investment Management Inc. Their career trajectory has included roles at Crawfordsville School Corporation, Crawford Industries, Twin Lakes Camp And Conference Center, Crawfordsville Aquatic Center, Cedarville University, Thrivent Investment Managment Inc and Thrivent Financial. Whicker holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana. Thrivent Investment Management Inc is an advisory business operating out of Minneapolis, MN. The firm has offices in 1,106 locations and a total of 3,548 financial advisors. It handles $13 billion in total assets among its 40,990 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 40,990 client accounts, just 13% are held by high-net-worth investors who have more than $1 million in assets. The firm performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually are based on the type of financial services provided. However, fees charged by Thrivent Investment Management Inc likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11711 N Meridian St
Carmel, IN 46032

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

IN Average: $5,289,111,388
Total Number of Employees

3,548

IN Average: 157
Total Number of Accounts

40,990

IN Average: 8,262
Average Account Size

$304,709

IN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Caleb Whicker Work History

Caleb has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Thrivent Investment Managment Inc

2021 - Present (3 years)

Thrivent Financial

2021 - 2021 (< 1 year)

Thrivent Financial

2020 - 2021 (1 year)

Cedarville University

2020 - 2021 (1 year)

Cedarville University

2020 - 2020 (< 1 year)

Twin Lakes Camp And Conference Center

2019 - 2019 (< 1 year)

Twin Lakes Camp And Conference Center

2018 - 2018 (< 1 year)

Twin Lakes Camp And Conference Center

2018 - 2020 (2 years)

Cedarville University

2017 - 2017 (< 1 year)

Twin Lakes Camp And Conference Center

2017 - 2021 (4 years)

Cedarville University

2016 - 2016 (< 1 year)

Twin Lakes Camp And Conference Center

2016 - 2017 (1 year)

Crawfordsville Aquatic Center

2015 - 2015 (< 1 year)

Crawford Industries

2011 - 2017 (6 years)

Crawfordsville School Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Caleb Whicker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Investment Management Inc

Justin Bettinger
Albertville, MN
Karen Newquist
Madison, WI
Paul Hawkins
Blue Springs, MO
Robert Swearingen
Minneapolis, MN
Tanya Dean
Mondovi, WI
Jason Eden
Bloomingdale, IL
Margaret Carter
Chicago, IL
Melissa Murphy
Appleton, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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