Adam D. Julch
THRIVENT ADVISOR NETWORK
OMAHA, NE 68154
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CRD#: 4391912
Professional summary
Adam Daniel Julch, CFP® is a registered financial advisor currently at THRIVENT ADVISOR NETWORK, LLC located in Omaha, Nebraska and THRIVENT INVESTMENT MANAGEMENT INC. located in Omaha, Nebraska.
Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Adam has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
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.
OMAHA SCHOOL OF MINISTRY POSITION: Board Member NATURE: Omaha School of Ministry offers a robust, Biblically-centered education alongside hands-on ministry experience. Students can pick from a number of ministry tracks and work beside proven Christian leaders who practice real ministry every single day INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 4801 N 144th Street, Omaha NE 68116, United States DESCRIPTION: I have been asked to be a board member for the Omaha School of Ministry. I will be tasked with providing general guidance and oversight. THRIVENT ADVISOR NETWORK, LLC POSITION: Wealth Advisor/Partner NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 06/15/2023 ADDRESS: 11808 Miracle Hills Drive, Suite 110, Omaha NE 68154, United States DESCRIPTION: Provide investment advisory services to retail clients. ADJRP, LLC POSITION: Owner NATURE: LLC is established for the expenses for TAN/TIMI business. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/01/2023 ADDRESS: 11808 Miracle Hills Drive, Suite 110, Omaha NE 68154, United States DESCRIPTION: I will be responsible for all book keeping and management of the LLC that will own my financial services practice. FIXED INSURANCE POSITION: Insurance Producer NATURE: Selling/servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2013 ADDRESS: 11808 Miracle Hills Drive, Suite 110, Omaha NE 68154, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s) TAS114, LLC POSITION: Owner NATURE: LLC is established for the expenses for TAN/TIMI Business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2022 ADDRESS: 1207 S 107th St, Omaha NE 68124, United States DESCRIPTION: Clerical, Accounting ATML PROPERTIES, LLC POSITION: Owner/Managing Partner NATURE: This LLC will be used to purchase residential rental real estate with my wife and children as partners. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2025 ADDRESS: 1909 S 220th St., Elkhorn NE 68022, United States DESCRIPTION: Analyzing, Purchasing Property and admin/clerical work.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Daniel Julch'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: 2022
Experience
Current
March 27, 2023 - Present
THRIVENT ADVISOR NETWORK, LLC
Office #1: 11808 Miracle Hills Drive Ste 110, Omaha, NE 68154RIA
CRD#: 304569
OMAHA, NE
Current
October 2, 2024 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 11808 Miracle Hills Drive, Omaha, NE 68154RIA
BD
CRD#: 18387
Omaha, NE
Past
June 15, 2023 - October 2, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Omaha, NE
Past
October 15, 2013 - June 14, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Omaha, NE
Past
August 26, 2013 - June 14, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Omaha, NE
Past
May 30, 2001 - February 11, 2002
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
MINNEAPOLIS, MN
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".
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
Registered Investment Advisory firm - (7/24/2019 Approved)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
Florida(11/12/2024)
RR
Iowa(11/12/2024)
RR
Kansas(11/12/2024)
IAR
Nebraska(3/27/2023)
RR
Nebraska(10/2/2024)
RR
New Mexico(11/12/2024)
RR
North Dakota(10/30/2024)
IAR
Texas(3/27/2023)
RR
Texas(11/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
Registered Investment Advisory firm - (7/24/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
Phone number
(612) 844-8444
Established
Firm type
Fiscal year end
# of Employees
139
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 28,545 |
| AUM (Assets Under Management) | $ 6,648,306,479 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THRIVENT ADVISOR NETWORK, LLC
CRD#: 304569Omaha, NE 68154TRUST BUT VERIFY
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