Advisor at Thrivent Investment Management
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Location
Wheaton, MN 56296
Credentials
Series 63, Series 66
Industry experience
3 years
Mary Holtz is a financial advisor at Thrivent Investment Management in Wheaton, MN, with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Spartannash for 22 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.
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.
1112 1 St Ave N
Wheaton, MN 56296
Minnesota · North Dakota
Thrivent Financial
2022 - Present (4 years)
Thrivent Financial
2022 - 2022 (1 year)
Thrivent Investment Management Inc
2022 - Present (4 years)
Spartannash
2000 - 2022 (22 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63
Wheaton, MN
Cetera
Brian Thomsen is a financial advisor at Cetera with 29 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at VOYA Financial Advisors and Equitable of IA, as well as operating Thomsen Insurance & Investment Services since 2000. Outside of his advisory work, Thomsen has served as a chain crew member for Wheaton Area Schools' high school football team. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party managed strategies.
Series 66
Wheaton, MN
Thrivent Investment Management
Shawn Longhenry is a Series 66-credentialed financial advisor with four years of industry experience, currently serving at Thrivent Investment Management. He previously worked for WCCO Belting for nine years. Outside of his advisory role, he is a member of the Grace Lutheran Board of Education, where he helps decide on educational materials and youth activities for Sunday school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial topics. The firm separates planning services from portfolio management and allows clients to combine planning with managed accounts under a consolidated billing option.
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