Advisor at Thrivent Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tuttle, ND
Credentials
Series 66
Industry experience
7 years
Lisa Goodman is a Series 66 licensed financial advisor with Thrivent Investment Management, where she has worked since 2018. She has seven years of industry experience and prior to that was involved in agricultural operations with Hurdsfield Grain Inc. Goodman is active in her community, serving as president of the Harvey Area Chamber of Commerce and holding leadership roles at her local church and township board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers combined planning and managed-account services under its WealthPlan program, while maintaining separate planning and asset management functions.
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
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.
Tuttle, ND
District of Columbia · North Dakota · Oklahoma · Texas
Thrivent Financial
2025 - Present (1 year)
Thrivent Financial
2018 - 2025 (7 years)
Thrivent Financial
2018 - 2018 (1 year)
Thrivent Investment Management Inc
2018 - Present (8 years)
Hurdsfield Grain Inc
2013 - 2018 (5 years)
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Lawyer
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Real estate agent
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