Crystal M. Soderlind

THRIVENT INVESTMENT MANAGEMENT

Chaska, MN

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CRD#: 1505805

Professional summary

Crystal Michelle Soderlind, who also goes by Crystal Michelle Murray, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Chaska, Minnesota.

Crystal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Crystal has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Crystal Michelle Murray

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CHASKA HIGH SCHOOL, 545 PIONEER TRAIL, CHASKA, MN 55318, STARTED 1/15/2013. NOT INVESTMENT RELATED, NO FIRM CLIENTS INVOLVED. I JUDGE HIGH SCHOOL STUDENTS IN SPEECH COMPETITIONS. THIS INVOLVES LISTENING TO THE SPEECHES, PROVIDING WRITTEN CRITIQUES AND THEN RANKING THE PARTICIPANTS. 8-15 HOURS PER MONTH. THESE ARE HELD ON SATURDAYS JAN ' MARCH AND THERE ARE 3 ROUNDS OF PRELIMINARY WITH A FINALS ROUND FOR THOSE WHO ADVANCE. TOTAL TIME IS USUALLY 8 AM ' 5 PM. NOT DURING MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Crystal Michelle Soderlind's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Crystal Michelle Soderlind's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 4, 2015 - Present

THRIVENT INVESTMENT MANAGEMENT INC.

Office #2: 600 Portland Ave S, Minneapolis, MN 55415

RIA

CRD#: 18387

Chaska, MN

Current

January 22, 2014 - Present

THRIVENT INVESTMENT MANAGEMENT INC.

Office #1: 600 Portland Ave S, Minneapolis, MN 55415

RIA

CRD#: 18387

Minneapolis, MN

Past

May 5, 2010 - December 31, 2010

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 42941

GOLDEN VALLEY, MN

Past

May 5, 2010 - January 3, 2014

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

CRD#: 42941

GOLDEN VALLEY, MN

Past

September 9, 2009 - May 5, 2010

EIDE BAILLY ADVISORS, LLC

RIA

CRD#: 113564

MINNEAPOLIS, MN

Past

August 12, 2009 - May 3, 2010

SECURITIES AMERICA, INC.

CRD#: 10205

BLOOMINGTON, MN

Past

July 15, 2009 - July 20, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

January 12, 2007 - July 17, 2009

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

CHASKA, MN

Past

September 5, 2001 - December 31, 2004

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

September 14, 2000 - September 17, 2001

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

October 6, 1998 - October 5, 2000

JOHN G. KINNARD AND COMPANY, INCORPORATED

CRD#: 466

MINNEAPOLIS, MN

Past

September 17, 1998 - October 19, 1998

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

December 17, 1988 - August 26, 1998

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

November 24, 1987 - October 28, 1988

CITICORP SECURITIES, INC.

CRD#: 7474

Past

May 21, 1986 - September 14, 1987

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THRIVENT INVESTMENT MANAGEMENT INC.

AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.

CRD#: 18387 / SEC#: 801-29618, 8-36525

RIA

Registered Investment Advisory firm - SEC (5/18/1987 Approved)

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Minnesota
(1/22/2014)

IAR

Minnesota
(6/4/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/25/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/9/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 1/30/1987

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/17/1986

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

THRIVENT INVESTMENT MANAGEMENT INC.

AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.

CRD#: 18387 / SEC#: 801-29618, 8-36525

RIA

Registered Investment Advisory firm - SEC (5/18/1987 Approved)

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

600 Portland Avenue South, Minneapolis, MN 55415

Mailing Address

600 Portland Avenue South, Minneapolis, MN 55415

Phone number

+1 (800) 847-4836

Established

Delaware since 07/29/1986

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

3,846

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

THRIVENT INVESTMENT MANAGEMENT INC. ADVISORFLEX MANAGED VARIABLE ANNUITY PROGRAM (6/30/2025)

THRIVENT INVESTMENT MANAGEMENT INC MANAGED ACCOUNTS PROGRAM (6/30/2025)

THRIVENT INVESTMENT MANAGEMENT INC. DEDICATED PLANNING SERVICES (6/30/2025)

Direct owners and executive officers

Name	Position	CRD#
THRIVENT FINANCIAL HOLDINGS, INC.	OWNER
BIRR, THOMAS JOHN	VICE PRESIDENT	4148092
BOUSU, CALEB ANTHONY	DIRECTOR	7877353
CECERE, NICHOLAS M	DIRECTOR	1513551
GILCHRIST, TONIA NICOLE JAMES	CHIEF LEGAL OFFICER & SECRETARY	4777233
GOLIS, ANDREA CORIN	CHIEF COMPLIANCE OFFICER	1401462
JOHNSON, ARIKA VIKTORIA	DIRECTOR	5580869
JOHNSTON, PAUL ROBERTS	DIRECTOR	2065882
KLOSTER, DAVID JACOB	PRESIDENT	2523240
NORGARD, ANDREW DYLAN	TREASURER	6868385

Regulatory assets under management

Total Number of Accounts	48,940
AUM (Assets Under Management)	$ 17,499,525,490

Disclosures

Regulatory Event

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/21/2024	Cover Page	Report
01/25/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Crystal M. Soderlind

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Crystal Michelle Soderlind's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Crystal Michelle Soderlind's CRS (Customer Relationship Summary).

Certified licenses

Experience

THRIVENT INVESTMENT MANAGEMENT INC.

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

EIDE BAILLY ADVISORS, LLC

SECURITIES AMERICA, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

KESTRA INVESTMENT SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

JOHN G. KINNARD AND COMPANY, INCORPORATED

PIPER SANDLER & CO.

PIPER SANDLER & CO.

CITICORP SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

THRIVENT INVESTMENT MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/25/2007

Series 63

Date: 2/9/1989

SIE

Date: 10/1/2018

Series 3

Date: 1/30/1987

Series 7

Date: 5/17/1986

FINRA

Current Firm

THRIVENT INVESTMENT MANAGEMENT INC.

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

THRIVENT INVESTMENT MANAGEMENT INC.

TRUST BUT VERIFY

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