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Harold Goedgedrag

Advisor at Thrivent Investment Management

Updated today

Location

Granite Falls, MN 56241

Credentials

Series 66

Industry experience

7 years

About

Harold Goedgedrag is a Series 66-credentialed financial advisor with seven years of industry experience, currently working at Thrivent Investment Management. His prior experience includes eight years at ING Bank. Outside of his advisory role, he serves as Secretary for the Kiwanis Club of Granite Falls, where he takes meeting notes and communicates with members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and combines these services with managed-account options under a consolidated billing system called WealthPlan.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

751 Prentice St

Granite Falls, MN 56241

Most active in

Minnesota

Work history

Thrivent Financial

2019 - Present (7 years)

Thrivent Financial

2018 - 2019 (1 year)

Thrivent Investment Management Inc

2018 - Present (8 years)

Unemployed

2018 - 2018 (1 year)

ING bank

2010 - 2018 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, Series 63

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Mitchell Thompson is a CFP® professional with 12 years of experience in financial advising, currently serving at MJT & Associates Financial Advisory Group, Inc. He has worked at MJT & Associates and Cambridge Investment Research Advisors since 2014. Outside of his advisory role, Thompson provides consulting services focused on the financial aspects of divorce through CDFA Bridge Consulting Group LLC. MJT & Associates offers investment advisory and wealth management services to individuals, trusts, and retirement plans, utilizing a long-term investment approach based on Modern Portfolio Theory and technical analysis. The firm manages approximately 292 client relationships and $165 million in assets with a single advisor, providing discretionary portfolio management and tiered financial-planning services.

Retirement income strategy Roth conversion strategy Charitable giving & philanthropy Business ownership considerations Retirement withdrawal strategies
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Mark J

ChFC®, Series 63, Series 66

Granite Falls, MN

Thrivent Investment Management

Mark Jensen is a financial advisor with Thrivent Investment Management, holding the ChFC® designation and Series 63 and 66 licenses, and has 28 years of industry experience. He has been with Thrivent since 2002. Jensen serves on several community boards, including those for a local hospital, a school district advisory committee, and a scholarship foundation. He also assists clients with health insurance coverage through the MNsure Health Insurance Exchange. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning. The firm’s approach includes holistic analyses and offers clients the option to combine planning with managed-account programs while keeping services separate.

Business ownership considerations
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Montevideo, MN

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Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

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Retirement income strategy Charitable giving & philanthropy General estate planning guidance Inheritance planning Wealth management Retired Founder/Business Owner Executive
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Benjamin M

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Granite Falls, MN

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Benjamin Munsch is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Munsch is involved in managing several LLCs related to property management and farm rental income. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers planning as both one-time and ongoing engagements, covering topics such as retirement, tax, estate, and special needs planning.

Business ownership considerations
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