Timothy C. Lukasek
THRIVENT INVESTMENT MANAGEMENT
Denmark, WI
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CRD#: 3266478
Professional summary
Timothy Charles Lukasek, CFP®, ChFC®, who also goes by Tim Lukasek, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Denmark, Wisconsin.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Timothy has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Lukasek
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.
LAND RENT POSITION: Land Owner NATURE: We rent a portion of our land to a local farmer. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2023 ADDRESS: 14708 Hickory Grove Rd, Denmark WI 54208, United States DESCRIPTION: I ensure timely land rent payments from the farmer. MANITOWOC LUTHERAN HIGH SCHOOL POSITION: Board of Control Member NATURE: Manitowoc Lutheran High School is an area Lutheran High School providing secondary education to the federation of WELS churches in the Manitowoc area. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 4045 Lancer Cir, Manitowoc WI 54220, United States DESCRIPTION: My role on the board will be: Admissions Chair Purpose is to increase enrollment at MLHS so that more and more young people may have the benefits of Christian education daily during their high school years. To promote MLHS in our Federation congregations and schools. To promote and market MLHS in Manitowoc and the surrounding communities including those communities covered by Lakeshore Lutheran Schools. To support, encourage, and enhance the work of the Admissions Director. To advise and support the MLHS Board of Control on matters related to admissions/recruitment.???
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Charles Lukasek's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Timothy Charles Lukasek's 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®
CFP®
Start date: 2012
Experience
Current
November 18, 2004 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #2: 1765 N 18th St, Manitowoc, WI 54220RIA
BD
CRD#: 18387
Denmark, WI
Current
September 24, 2004 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 1765 N 18th St, Manitowoc, WI 54220RIA
BD
CRD#: 18387
MANITOWOC, WI
Past
August 25, 1999 - January 26, 2001
STRONG INVESTMENTS, INC.
BD
CRD#: 15658
MENOMONEE FALLS, WI
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
Colorado(2/21/2025)
RR
Kentucky(7/23/2021)
RR
Michigan(10/8/2021)
RR
Wisconsin(11/18/2004)
IAR
Wisconsin(11/18/2004)
Exams
State Security Law Exam
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)
FINRA licenses (51 States and Territories)
Documents
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 | 8 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2024 | ||
| 01/25/2024 |
Red Flags
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