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Dane A

Series 66

Glenwood, MN

Thrivent Investment Management

Dane Ankeny is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, he serves as an assistant coach for a local youth wrestling team and holds leadership positions on community boards including Glenwood Waterama and Glenwood Rotary. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning across a variety of topics and allows clients to combine planning with managed accounts while keeping services distinct.

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Logan F

Series 66

Burnsville, MN

Thrivent Investment Management

Logan Freeburg is a Series 66-credentialed advisor with Thrivent Investment Management, based in Burnsville, MN. He joined Thrivent in 2026 and has prior experience working with Thrivent Financial and Scot Kretzschmar - Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning on a broad range of financial topics, delivered as one-time or ongoing engagements, without discretionary trading authority.

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Lindsey M

Series 66

Tampa, FL

Thrivent Investment Management

Lindsey Matro is a financial advisor at Thrivent Investment Management in Tampa, FL, holding a Series 66 credential with 18 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.

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Ronald G

Series 66

Bottineau, ND

Thrivent Investment Management

Ronald Gullett is a Series 66 credentialed financial advisor with 24 years of experience, currently serving at Thrivent Investment Management since 2002. He is based in Bottineau, ND, and has held continuous roles within Thrivent Financial for Lutherans and its related investment management firm. Outside of his advisory duties, he is president of ARM 58318, LLC, which owns and manages an office building used for Thrivent-related business in Bottineau. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, emphasizing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach integrates planning with managed-account programs while maintaining a focus on individualized financial planning relationships.

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Kyle D

Series 66

Walker, MN

Thrivent Investment Management

Kyle Duclos is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent since 2012 and Thrivent Financial for Lutherans since 2013. Outside of his advisory role, Duclos serves as a play-by-play announcer for local high school basketball games on Leech Lake Television. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and comprehensive written recommendations on various planning topics while keeping planning and managed-account services separate.

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Kevin C

Series 63, Series 66

Colleyville, TX

Thrivent Investment Management

Kevin Corkery is a financial advisor at Thrivent Investment Management with two years of industry experience. He previously worked at Fidelity Investments and has held roles supporting nonprofit organizations, including providing accounting services on weekends for Stonewall Group LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and written recommendations across various planning topics. The firm emphasizes combining planning with managed-account services while maintaining separation between the two.

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Terry N

Series 63, Series 65

Stoughton, WI

Thrivent Investment Management

Terry Niedfeldt is a financial advisor with Thrivent Investment Management in Stoughton, WI, holding Series 63 and Series 65 credentials and offering 38 years of industry experience. He has been with Thrivent since 2002 and also serves as an agent supporting clients with previously issued final expense policies through National Guardian Life Insurance Group. Niedfeldt is a partner and co-owner of an LLC that manages property used for Thrivent business purposes and leases space to non‑Thrivent tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm’s approach combines holistic, goal-based analyses and offers an optional integrated managed-account program, while maintaining separation between planning and discretionary portfolio management services.

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Angela N

Series 66

Diamond Bar, CA

Thrivent Investment Management

Angela Ngan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. She previously worked at U.S. Bancorp Investments, Inc. for 12 years before joining Thrivent in 2021. Outside of her advisory role, she owns a single-family rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, and estate matters. The firm combines goal-based analyses and flexible service options, allowing clients to integrate planning with managed-account programs while keeping these services separate.

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Edward S

Series 66

North Oaks, MN

Thrivent Investment Management

Edward Sachs is a Financial Advisor at Thrivent Investment Management with seven years of industry experience. He previously worked at Wayzata Research Group, LLC for twelve years, where he served as President. Sachs is also a board member of YMCA Camp Warren, a nonprofit organization offering resident summer camping through the Twin Cities YMCA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing program.

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Joshua K

Series 66

Waupaca, WI

Thrivent Investment Management

Joshua Korotka is a financial advisor with Thrivent Investment Management in Waupaca, WI, holding a Series 66 designation and one year of industry experience. Prior to his current role, he was affiliated with Thrivent Financial. Outside of his advisory work, he owns a fresh produce stand operating seasonally in Wisconsin and participates in fishing tournaments sponsored by local businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a range of financial topics. The firm offers these services through a network of advisors, combining planning with managed-account options under a consolidated billing structure while maintaining separate planning and investment management functions.

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Parker O

Series 66

Arcadia, CA

Thrivent Investment Management

Parker Olson is a financial advisor with Thrivent Investment Management in Arcadia, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Ares Management Corporation, Purshe Kaplan Sterling Investments, and Northern Trust. He serves on the finance committee at Vintage Church Pasadena, assisting with modeling future church budgets. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine financial planning with managed accounts through a consolidated billing option.

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Chad M

Series 66

Cedar Park, TX

Thrivent Investment Management

Chad Miller is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and based in Cedar Park, TX. He has one year of industry experience and previously worked at Robert Half for 13 years. Miller has also been involved with Life Abundant Leadership and Business Networking International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, estate, and tax without implementing recommendations. The firm combines holistic, goal-based analyses with its managed-account program while maintaining separate planning and management services.

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Kavitha L

Series 66

Arlington, MA

Thrivent Investment Management

Kavitha Ledwig is a financial advisor with Thrivent Investment Management in Arlington, MA. She holds a Series 66 credential and has one year of industry experience. Prior to joining Thrivent, she worked at LPL Enterprise LLC and spent ten years in real estate with various firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or institutional advisory services. The firm offers integrated planning and managed-account solutions under its WealthPlan program.

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Ofodile O

Series 66

Carrollton, TX

Thrivent Investment Management

Ofodile Odifu is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked with several firms, including Thrivent Financial, Lakeshore Financials, and Sparkys Consulting & Tactics LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across a wide range of planning topics. The firm offers planning separately from managed-account services and conducts periodic reviews of its recommendations.

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Madelyn W

Series 66

Washington, IA

Thrivent Investment Management

Madelyn Widmer is a financial advisor with Thrivent Investment Management based in Washington, IA. She holds a Series 66 designation and has nine years of industry experience, all with Thrivent in various capacities since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning that covers a wide range of topics without including implementation of recommendations. The firm offers clients the option to combine planning with managed accounts through a consolidated service called WealthPlan, while maintaining separate oversight of each.

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Julie C

Series 63, Series 65

Green Bay, WI

Thrivent Investment Management

Julie Coppersmith is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding Series 63 and Series 65 credentials and having 12 years of industry experience. She has worked with Thrivent since 2014. Outside of her financial advising role, she serves as an ambassador for the De Pere Chamber of Commerce, participating in community events and fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across various planning topics. The firm offers planning and managed-account services separately, with periodic reviews and no discretionary trading authority for the Dedicated Planning Service.

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Ross R

Series 66

Hancock, MI

Thrivent Investment Management

Ross Rinkinen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans since 2012 and Thrivent Investment Management since 2011. Outside of his advisory role, he serves as president of the Copper Country Walleye Association, vice president of the Chassell Lions Club, and is involved in refereeing and coaching hockey at the high school and college levels. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

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Todd R

Series 63, Series 65

Hastings, MN

Thrivent Investment Management

Todd Rabell O'halloran is a financial advisor with Thrivent Investment Management in Hastings, MN, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he works in the hospitality field as a server and bartender at a local restaurant and as a cook for a food vendor at the Minnesota State Fair. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations across a broad range of financial planning topics. The firm’s services do not include implementation of recommendations and maintain separate planning and managed-account offerings under a consolidated billing option.

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Brian H

Series 63, Series 65

Sturgeon Bay, WI

Thrivent Investment Management

Brian Hartl is a financial advisor with Thrivent Investment Management in Sturgeon Bay, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Thrivent and its affiliates since 2020, and previously worked at Nicolet Wealth Management and Private Client Services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial plans across a broad range of topics without portfolio management or implementation services. The firm combines holistic, goal-based planning with optional managed-account programs under a consolidated billing option known as “WealthPlan.”

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Dustin A

Series 63, Series 66

Allen, TX

Thrivent Investment Management

Dustin Allen is a financial advisor with Thrivent Investment Management in Allen, Texas. He holds the Series 63 and Series 66 designations and has two years of industry experience. Prior to his current role since 2023, he worked at CV Church from 2018 to 2022 and held positions at Lillard Lawn & Landscaping and Randall University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

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