Adam
Bowling

Thrivent Investment Management Inc

CRD#5765600
Investment Advisor
in Dayton, OH

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About this Advisor

Adam Bowling is a financial advisor based in Dayton, Ohio, working with Thrivent Investment Management Inc. Adam has previously held positions at Word Of Faith Family Church, Ertel Publishing, Upper Room Worship Center, Jeff Wyler Auto Family, Thrivent Investment Management Inc, and Thrivent Financial. Adam has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Adam is part of Thrivent Investment Management Inc, which operates out of Dayton, Ohio. The firm has 1,111 offices and 3,596 employees. The firm manages assets totaling $14.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Thrivent Investment Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8543 N Dixie Dr
Dayton, OH 45414

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

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

3,596

OH Average: 157
Total Number of Accounts

42,439

OH Average: 8,262
Average Account Size

$349,060

OH Average: $640,173

Investment Advisory Services

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

Adam Bowling Work History

2021 - Present (3 years)

Thrivent Financial

2020 - Present (4 years)

Thrivent Investment Management Inc

2020 - 2020 (< 1 year)

Jeff Wyler Auto Family

2020 - 2021 (1 year)

Thrivent Financial

2019 - 2020 (1 year)

Upper Room Worship Center

2017 - 2019 (2 years)

Ertel Publishing

2009 - 2018 (9 years)

Word Of Faith Family Church

Disclosures

Please visit the SEC profile of Adam Bowling 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

Toniette Flint
Watertown, WI
Kevin White
Blue Springs, MO
Grant Mengel
Schenectady, NY
Benjamin Tamms
Waukesha, WI
Rachel French
Astoria, OR
Justin Keeler
Federal Way, WA
Simon Blattstein
Schenectady, NY
James Dugan
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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