JW
Jonathan E. Wilterdink
THRIVENT INVESTMENT MANAGEMENT
Berea, OH 44017
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CRD#: 6569698
JW
Jonathan Edwards WilterdinkTHRIVENT INVESTMENT MANAGEMENT
Professional summary
Jonathan Edwards Wilterdink is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Berea, Ohio.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jonathan has worked at 1 firm and has passed the Series 66, SIE and Series 7 exams.
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.
TRILOBITE GROUP, LLP POSITION: Co-Owner NATURE: Trilobite Group LLP will be leasing an office building from Dimetrodon Group LLC, both entities owned by three registered Thrivent reps (Jonathan Wilterdink, Curtis Bissell, Nathan Dorner). The LLP will operate as the entity that subleases office space to both registered RR with TIMI/Thrivent as well as non-registered/non-financial tenants within the building. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/04/2025 ADDRESS: 22021 Brookpark Road, Fairview Park OH 44126, United States DESCRIPTION: My responsibilities include managing/reviewing financial statements, lease agreements, contracts for building services, and handling tenant needs as they arise. THE OHIO METHODIST FOUNDATION POSITION: Board Volunteer NATURE: The Foundation provides stewardship resources, trustee of assets for churches and individuals, and gives grants and scholarships to fund ministry initiatives for local churches and clergy. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/17/2018 ADDRESS: 8800 Cleveland Ave NW, North Canton OH 44720, United States DESCRIPTION: Board responsibilities include reviewing grants and scholarships, keeping the foundation director accountable to the mission of the Foundation, reviewing annual financial audit, and informational reviews with Foundations fund manager WesPath. The foundation board does not any in any advisory capacity regarding accounts. LAKE COUNTY YMCA POSITION: Board Member NATURE: The Lake County YMCA is a non-profit that serves the community through exercise programs, youth development, and camp experiences. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2014 ADDRESS: 933 Mentor Ave, Painesville OH 44077, United States DESCRIPTION: The governing board reviews and approves financial reports, facility operations, capital improvements, capital campaigns, and grants for new program initiatives. Board members are expected to give time and financially to support the mission of the organization. LAKE COUNTY YMCA FINANCE CHAIR POSITION: Finance Committee Chair NATURE: The Lake County YMCA is a non-profit organization that provides services focusing on healthy living, youth development, and camps. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/19/2026 ADDRESS: 933 Mentor Ave, Painesville OH 44077, United States DESCRIPTION: The Finance chair leads the finance committee to provide oversight on the financial performance of the organization. The chair reviews financial reports, presents reports to the governing board for approval, reviews 3rd party audits, approves capital expenses based on the annually approved budget. During capital campaigns the finance committee is asked to have discussions with public banks regarding potential loans to fund projects. The finance chair has a standing invitation from the endowment committee but is not obligated to attend. The endowment committee meets with 3rd party custodians of the YMCA endowment. I have the ability to recuse myself from any decisions that would be investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Edwards Wilterdink's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Edwards Wilterdink'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®
NoneExperience
Current
April 28, 2016 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 429 Front Street, Berea, OH 44017RIA
BD
CRD#: 18387
Berea, OH
Current
March 15, 2016 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 429 Front Street, Berea, OH 44017RIA
BD
CRD#: 18387
Berea, OH
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
California(2/9/2024)
RR
Colorado(8/15/2016)
RR
District of Columbia(8/20/2024)
IAR
District of Columbia(8/22/2024)
RR
Florida(10/3/2023)
RR
Georgia(4/11/2024)
RR
Indiana(6/22/2023)
RR
Michigan(9/11/2024)
RR
New Hampshire(12/23/2025)
RR
New Jersey(3/15/2024)
RR
North Dakota(8/2/2023)
RR
Ohio(4/28/2016)
IAR
Ohio(4/28/2016)
RR
Pennsylvania(8/15/2024)
RR
South Carolina(6/21/2022)
RR
Virginia(10/3/2023)
RR
Wisconsin(5/28/2020)
Exams
State Security Law 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 |
|---|---|---|
| 01/22/2026 | ||
| 10/21/2024 | ||
| 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.
