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MT

Matthew W. Townley

THRIVENT INVESTMENT MANAGEMENT
Chattanooga, TN 37421
Some features on this profile are disabled
CRD#: 2253636
MT

Professional summary


Matthew Walker Townley, ChFC®, CLU® is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Chattanooga, Tennessee.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Matthew has worked at 1 firm and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
FIRST LUTHERAN CHURCH IN CHATTANOOGA - ELDER POSITION: Board of Elders NATURE: Spreading the gospel of Jesus Christ to a fallen world. Fulfilling the great commission in and around Chattanooga, TN. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2012 ADDRESS: 2800 McCallie Ave, Chattanooga TN 37404 DESCRIPTION: I serve on the board of elders which means church members in my "care group" call on me in times of personal crisis or family need for prayer and visitation. Periodically I serve communion during worship. I also help staff the usher teams for Sunday worship. The board of elders serves asa spiritual sounding board for the pastoral staff of the church. TRANSFORMATION PROJECT POSITION: Board of Directors Member NATURE: The mission of the Transformation Project is to make disciples of Jesus Christ by transforming the lives of addictionrelated offenders, their families and future generations through the power of God, thereby reducing repeat offenses andcrime. Transformation Project is a prison ministry that provides non-violent offenders an alternative to prison. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2023 ADDRESS: P.O. Box 22908, Chattanooga TN 37422-2908, United States DESCRIPTION: I would be a member of the Board of Directors which meets quarterly. Though I would have voting rights, which will shape the direction of the nonprofit's future, I will have no access to the financial aspects of running the nonprofit. FIRST LUTHERAN CHURCH IN CHATTANOOGA - EVANGELISM POSITION: Evangelism Board Chairman NATURE: Outreach in the greater Chattanooga community with emphasis on the neighborhood where the church building is located. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2012 ADDRESS: 2800 McCallie Ave, Chattanooga TN 37404 DESCRIPTION: Help the church outreach to the community around the church property through mailers and event planning. TRANSFORMATION PROJECT POSITION: Advisory Council member NATURE: The mission of the Transformation Project is to make disciples of Jesus Christ by transforming the lives of addiction related offenders, their families and future generations through the power of God, thereby reducing repeat offenses and crime. Transformation Project is a prison ministry that provides non-violent offenders an alternative to prison INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/04/2015 ADDRESS: P.O. Box 22908, Chattanooga TN 37422-2908, United States DESCRIPTION: The advisory council meets once per quarter on the first Friday of the month in which it meets. My role is to provide input and feedback on current and planned projects of the organization. I will also attend a graduation dinner once a year for graduates of the program. RESIDENTIAL RENTAL PROPERTY POSITION: Owner NATURE: This is my previous primary residence which will be used for rental income. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2025 ADDRESS: 130 Spring LN, Ringgold GA 30736, United States DESCRIPTION: Primarily I will be collecting rent and paying for any needed repairs. I intend to hire a property management company to deal with the day to day concerns of renting the house and vetting prospective tenants.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Matthew Walker Townley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Matthew Walker Townley'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®
ChFC®

Experience


Current

December 13, 2006 - Present

THRIVENT INVESTMENT MANAGEMENT INC.

Office #1: 118 Lee Parkway Dr Ste 305, Chattanooga, TN 37421
RIA
BD
CRD#: 18387
Chattanooga, TN
Current

September 14, 1992 - Present

THRIVENT INVESTMENT MANAGEMENT INC.

Office #1: 118 Lee Parkway Dr Ste 305, Chattanooga, TN 37421
RIA
BD
CRD#: 18387
Chattanooga, TN

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".
TI
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)
BD
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.
RR
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

RR
Alabama
(7/23/2007)
RR
California
(9/14/1992)
RR
Colorado
(5/28/2025)
RR
Connecticut
(5/27/2025)
RR
Florida
(6/30/2016)
RR
Georgia
(1/29/2003)
IAR
Georgia
(12/13/2006)
RR
Idaho
(10/22/2024)
RR
Illinois
(3/29/2018)
RR
Kansas
(6/23/2021)
RR
Kentucky
(9/3/2024)
RR
Maine
(1/24/2018)
RR
Michigan
(4/6/2022)
RR
Minnesota
(5/27/2025)
RR
New Mexico
(5/28/2025)
RR
North Carolina
(2/26/2019)
RR
Ohio
(4/8/2025)
RR
Oregon
(7/13/2025)
RR
Pennsylvania
(5/28/2025)
RR
South Carolina
(11/3/2017)
IAR
Tennessee
(12/18/2007)
RR
Tennessee
(1/28/2020)
RR
Utah
(1/26/2024)
RR
Virginia
(3/12/2008)
RR
Wisconsin
(2/25/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/11/2006
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TI
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)
BD
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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)

Direct owners and executive officers


NamePositionCRD#
THRIVENT FINANCIAL HOLDINGS, INC.OWNER
BIRR, THOMAS JOHNVICE PRESIDENT4148092
BOUSU, CALEB ANTHONYDIRECTOR7877353
CECERE, NICHOLAS MDIRECTOR1513551
GILCHRIST, TONIA NICOLE JAMESCHIEF LEGAL OFFICER & SECRETARY4777233
GOLIS, ANDREA CORINCHIEF COMPLIANCE OFFICER1401462
JOHNSON, ARIKA VIKTORIADIRECTOR5580869
JOHNSTON, PAUL ROBERTSDIRECTOR2065882
KLOSTER, DAVID JACOBPRESIDENT2523240
NORGARD, ANDREW DYLANTREASURER6868385

Regulatory assets under management


Total Number of Accounts48,940
AUM (Assets Under Management)$ 17,499,525,490

Disclosures


Regulatory Event8

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/21/2024
Cover Page
01/25/2024

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.

Company Information


THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387Chattanooga, TN 37421

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