AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MO

Michael Olinger

THRIVENT INVESTMENT MANAGEMENT
Cedar Rapids, IA
·CRD# 7013494·8 years experience

Professional Summary

Michael Olinger, who also goes by Michael Richard Olinger, Mike Olinger, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Cedar Rapids, Iowa. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Michael has worked at 1 firm and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Richard Olinger, Mike Olinger

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

8 years in the financial services industry

Current & Past Employments

THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
BD
1. Cedar Rapids, IA2. 1625 Boyson Road, Hiawatha, IA 52233
November 28, 2018 - Present
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
BD
1625 Boyson Road, Hiawatha, IA 52233
November 6, 2018 - Present

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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)

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

3,901

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

THRIVENT INVESTMENT MANAGEMENT INC MANAGED ACCOUNTS PROGRAM (9/30/2026)

Direct owners and executive officers

NamePositionCRD#
THRIVENT FINANCIAL HOLDINGS, INC.OWNER—
ASK, ERIC ADIRECTOR5649938
BIRR, THOMAS JOHNVICE PRESIDENT4148092
BOUSU, CALEB ANTHONYDIRECTOR7877353
CECERE, NICHOLAS MDIRECTOR1513551
GILCHRIST, TONIA NICOLE JAMESCHIEF LEGAL OFFICER & SECRETARY4777233
JOHNSTON, PAUL ROBERTSDIRECTOR2065882
KLOSTER, DAVID JACOBPRESIDENT2523240
NORGARD, ANDREW DYLANTREASURER6868385
OHARA, BRANDON MCHIEF COMPLIANCE OFFICER4798646

Regulatory Assets Under Management

Total Number of Accounts

54,503

AUM (Assets Under Management)

$20,769,867,010

Disclosures

Regulatory Event

8

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/22/2026Cover PageReport
10/21/2024Cover PageReport
01/25/2024Cover PageReport

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

UNIVERSAL LIFE CHURCH POSITION: Ordained Minister/Officiant NATURE: I officiate weddings and funerals on occasion for close family and friends. Universal Life Church is an online free ordination organization. There is no financial ties to the organization -- just a one time certification. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2015 ADDRESS: 2800 Lansing Court, Marion IA 52302, United States DESCRIPTION: I speak at/officiate non-denominational wedding ceremonies and funerals on occasion. I meet with the involved parties and write the ceremony. Then I perform the wedding or funeral. While I do not collect a set fee, I have sometimes received thank you honorariums. I do not operate this as a business -- strictly as a help to friends and families as a way to share my time and talents. The address listed is my home address since I don't operate this as a business of any kind. ALBURNETT COMMUNITY SCHOOL DISTRICT FOUNDATION POSITION: Emeritus Member of Board of Directors NATURE: This is a 501(c)3 non-profit community foundation organization on which I sit on the board of directors. We take on projects for the betterment of the school and community as a whole. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2005 ADDRESS: P.O. Box 193, Alburnett IA 52202, United States DESCRIPTION: The board are non-paid voluntary members. We are not required to donate financially to the organization. The bulk of our volunteer work is project coordination and management. While the organization as a whole participates in fundraising, I do not actively solicit money -- nor am I involved in financial or investment related advice. My position as Emeritus Board Member is a non-voting honorable advisor position. THEATRE CEDAR RAPIDS POSITION: Volunteer/Actor/Singer/Crew NATURE: Theatre Cedar Rapids is a local non-profit community theatre. I am a volunteer actor, singer, and stage crew worker. We volunteer our hours in all areas for rehearsals and work sessions - but will be receiving honoraria of $20-$25 per performance to help offset parking and meal costs. For most shows there are anywhere between 3-30 performances per run. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 102 3rd St SE, Cedar Rapids IA 52401, United States DESCRIPTION: Volunteering at local non-profit community theatre as actor, singer, and/or stage crew for musicals and plays. FREELANCE ACTING/PERFORMANCE POSITION: Actor/Performer/Artist NATURE: Establishing myself as a freelance actor/performer/artist for hire. This would be a hobby more so than a career or additional job. But compensation may be involved on a case by case basis. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2026 ADDRESS: 2800 Lansing Court, Marion IA 52302, United States DESCRIPTION: Freelance contract work as an actor/performer/artist. This could include acting as master of ceremonies at private parties, singing at events, acting roles in local theatres (beyond what I have already disclosed at one local community theatre), radio and television appearances (not financially related), voice over and film roles, performing in commercials, advertising and/or training videos, etc. This work could be live or through a recording medium. Contracts could be established through individuals or companies/organizations -- and could take place at private or public events. Again - none of this freelance work would be financially related in nature.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(5/2/2022)
RR
Colorado
(3/14/2025)
RR
Florida
(11/20/2020)
RR
Illinois
(1/19/2022)
RR
Iowa
(11/28/2018)
IAR
Iowa
(11/28/2018)
RR
Minnesota
(4/2/2019)
RR
Missouri
(11/20/2020)
RR
Nebraska
(11/20/2020)
RR
New York
(1/9/2026)
RR
North Carolina
(9/23/2025)
RR
Oklahoma
(8/9/2021)
IAR
Oklahoma
(8/10/2021)
RR
Texas
(4/10/2019)
IAR
Texas
(4/10/2019)
RR
Washington
(1/2/2026)
RR
Wisconsin
(10/30/2020)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Nov 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2018About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Michael Olinger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Michael Olinger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
MO
Follow Michael
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required