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Mark Daniel Ohlmann

Advisor at Thrivent Investment Management — Shakopee, MN 4th Ave E

Updated today

Credentials

Series 66

Experience

20 years

Location

Shakopee, MN 55379

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,188

Across 1,422 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Mark Ohlmann is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2006. He has 20 years of industry experience. Outside of his advisory role, he is involved in managing several rental properties with family members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning focused on topics such as retirement, tax, estate, and special needs planning, separate from portfolio management or institutional advisory services.

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

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Shakopee, MN 4th Ave E

1226 4th Ave E

Shakopee MN 55379

Advisors at this office

4

Most active in

Minnesota · Texas

Work history

20 years of industry experience

Thrivent Financial for Lutherans

2006 - Present • 20 years

Appleton, WI

Thrivent Investment Management inc

2006 - Present • 20 years

Shakopee, MN

Disclosures

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

Business activities & affiliations

Adam D

CFP®

Lakeville, MN

PairOne Private Wealth

Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Retirement income strategy General tax planning General retirement planning Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Sales Professional Professional Athlete Retired Christian Faith Based
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Connor O

Series 65

Spring Park, MN

Crane Capital Management LLC

Connor Oak is a financial advisor at Crane Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson Financial and Intrua Financial. Crane Capital Management provides bundled investment advisory, financial planning, and portfolio management services to individuals, corporations, and non-profit organizations. The firm emphasizes long-term, balanced portfolios across multiple asset classes and typically operates with discretionary authority while tailoring recommendations to each client’s financial situation.

College savings (529s, UTMA, etc.) Income planning Retirement income strategy Active portfolio management ESG / Sustainable investing

Joel M

CFP®

Minnetonka, MN

Flames Financial Planning

Joel Miller, CFP®, is the founder of Flames Financial Planning, a modern, fee-only, flat-fee financial planning firm built to help individuals and families confidently build their future. Joel provides personalized financial planning, investment management, tax planning, and estate-planning guidance designed to bring every area of a client’s financial life together. His approach is relationship-driven, transparent, and focused on helping clients make intentional decisions, set bigger goals, and think long term. Joel founded Flames to create a new-age financial planning experience—one that combines professional expertise, modern technology, deeply personal guidance, and transparent flat-fee pricing. His mission is to simplify financial complexity and help clients steward their wealth with confidence, clarity, and purpose.

General retirement planning Roth conversion strategy General tax planning Wealth management Passive / index investing Retired Airline Pilot Doctor or Medical Professional Educators, Teachers, and Academics Government Employee Retired Religious/faith focused Married/Couples/Partners HENRY (High Earners, Not Rich Yet) Approaching retirement
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Ralph H

Series 63

Minnetrista, MN

Harrison Capital Management LLC

Ralph Harrison is the sole advisor at Harrison Capital Management LLC in Minnetrista, MN, holding a Series 63 designation with 43 years of industry experience. He has led his independent firm since 2001. Outside of his advisory work, he serves as a compensated member of the Mound Westonka School Board District #277. Harrison Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes customized portfolios primarily using exchange-traded funds along with select U.S. mid- to large-cap stocks, following ERISA fiduciary standards for retirement accounts.

General retirement planning
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Jon B

CFA®

Minnetonka, MN

Longship Advisers, LLC

Jon Brusven is a CFA® charterholder with 12 years of industry experience, currently serving at Longship Advisers, LLC, where he has worked since 2002. Outside of his advisory role, he acts as a financial advisor to the board of a waste-to-energy business, serves as an associate director for an annual nuclear utilities decommissioning conference, and holds board positions with early-stage medical device companies. Longship Advisers is a small, owner-operated investment adviser that provides consulting primarily to high-net-worth individuals. The firm focuses on developing investment plans, recommending and monitoring third-party managers, and does not take custody of client assets.

Private / alternative investments Wealth management
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Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Aimee Hatlestad is a CFP® with 12 years of industry experience, currently leading The Hatlestad Group since 2018. Prior to founding her firm, she worked at Bond & Devick Wealth Partners and BGM Wealth Management. She serves as Treasurer for the Ripley Memorial Foundation, a nonprofit organization. The Hatlestad Group provides investment management, financial planning, and consulting to individuals—including high-net-worth clients—as well as institutional and fiduciary entities. The firm customizes portfolios using a range of analytical methods and offers services on both discretionary and non-discretionary bases.

Debt management Cash flow / budgeting Equity compensation tax strategy
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