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Nicole S
Series 63, Series 66
Appleton, WI
Thrivent Investment Management
Nicole Schreiber is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked continuously with Thrivent and its affiliated entities since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning without discretionary trading authority. The firm emphasizes comprehensive, written recommendations across various financial topics and offers integrated planning with managed-account services through its WealthPlan billing option.
Courtney E
Series 66
Norman, OK
Thrivent Investment Management
Courtney Engel is a financial advisor at Thrivent Investment Management in Norman, OK. She holds a Series 66 designation and has prior experience at Paycom and MidFirst Bank. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Donna M
Series 63, Series 65
DeMotte, IN
Thrivent Investment Management
Donna Martin is a financial advisor at Thrivent Investment Management with three years of industry experience. Prior to joining Thrivent, she spent ten years with Kankakee Valley School Corporation. Outside of her advisory role, Martin provides math tutoring and seasonal swimming instruction for children. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm provides holistic planning and managed-account programs through its network of financial advisors.
Eric T
Series 66
Philadelphia, PA
Thrivent Investment Management
Eric Tropea is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023, following previous roles at Lincoln Financial Advisors, Bank of America, and Merrill Lynch. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based, holistic financial planning without discretionary portfolio management. Their services include ongoing or one-time planning engagements covering a wide range of financial topics, with an option to combine planning with managed account programs under a consolidated billing system.
Chandel S
Series 66
Houston, TX
Thrivent Investment Management
Chandel Strickland is a Series 66-licensed financial advisor with Thrivent Investment Management in Houston, TX, with seven years of industry experience. Prior to joining Thrivent, he worked for Wood Group from 2011 to 2018. Outside of his financial advisory role, he owns a business focused on natural hair care education and content creation, including publishing an instructional eBook and managing a related website. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes goal-based planning with broad written recommendations across multiple financial topics, offering clients the option to combine planning with managed-account programs under a consolidated billing arrangement.
Blaine C
Series 63, Series 65
Dwight, KS
Thrivent Investment Management
Blaine Cash is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2014. Outside of his advisory role, he serves as Vice President on the executive board of the Flint Hills Praisefest, overseeing sponsorship and accounting for the annual event. 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 financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.
Jason B
Series 66
Glendale, CA
Thrivent Investment Management
Jason Bednar is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Uber Technologies, Inc. Aside from his advisory role, he has worked as an Uber Eats driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.
Stephanie C
Series 63, Series 66
Colorado Springs, CO
Thrivent Investment Management
Stephanie Colgate is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent since 2022. Outside of her advisory role, she serves as a committee member and secretary for Girls on the Range Athletics, a local booster club supporting female athletes, and participates as a brand partner with Young Living Essential Oils. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, combining planning with managed-account options under a consolidated billing program called WealthPlan.
James S
Series 63, Series 66
Moultonborough, NH
Thrivent Investment Management
James Shuttleworth is a financial advisor with Thrivent Investment Management in Moultonborough, NH, holding Series 63 and Series 66 licenses. He has 33 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. 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, holistic planning with tools that cover topics such as retirement, income tax, estate, and special needs planning, delivered independently from portfolio management services.
Judson D
Series 66
Hudson, WI
Thrivent Investment Management
Judson Doman is a financial advisor at Thrivent Investment Management with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Treasure Island Resort and Casino, the Minnesota Army National Guard, the University of Wisconsin - River Falls, and Rib Lake High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”
David S
Series 63, Series 66
Del Mar, CA
Thrivent Investment Management
David Saviage is a financial advisor with Thrivent Investment Management in Del Mar, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves on the Board of Directors for the Rotary Club of Carlsbad Foundation, which awards scholarships to local students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses without discretionary trading authority. The firm’s approach integrates financial planning with managed-account programs under a consolidated billing system, serving clients through its network of financial advisors.
Ravin W
Series 63, Series 66
Santa Monica, CA
Thrivent Investment Management
Ravin Walters is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Royal Alliance Associates, Bank of America, Merrill, and Charles Schwab. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm delivers holistic, goal-based analyses across a broad range of planning topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.
Lance T
Series 66
Houston, TX
Thrivent Investment Management
Lance Thompson is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thompson serves as a board member of St. Mark Houston church and is on the Board of Regents for Concordia University Texas. He also owns a timber farm in Trinity, Texas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning on various topics and allows clients to combine planning with managed-account services under a consolidated billing option.
Shawn L
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.
Bryan D
Series 66
Angleton, TX
Thrivent Investment Management
Bryan Davis is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent and its affiliates since 2013. 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, holistic planning across various topics and allows clients to combine planning with managed-account programs under a consolidated billing system, maintaining a separation between these services.
Keith S
Series 66
Ely, MN
Thrivent Investment Management
Keith Stark is a Series 66 credentialed financial advisor with 17 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management Inc., both since 2009. He is based in Ely, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning areas without handling implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Erik S
Series 66
Weatherford, TX
Thrivent Investment Management
Erik Severson is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial and its affiliates since 2017. He also spent time at Weatherford College in 2016. 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 planning across retirement, tax, estate, and other areas, with options to combine planning and managed-account services under a consolidated program called “WealthPlan.”
Valentino D
Series 66
Bay City, MI
Thrivent Investment Management
Valentino Deleon is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 credential and previously worked at United Bay Community Credit Union and Wanigas Credit Union. Deleon serves as a board member for the nonprofits United We Go and Do All, both of which focus on community inclusion and support for individuals facing barriers. 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 planning with managed-account programs under a consolidated billing option.
Beth K
Series 66
Van Wert, OH
Thrivent Investment Management
Beth Kitson is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2003, including her current role at THRIVENT Financial since 2015. Kitson serves as a board member for the Lutheran Scholarship Granting Organization of Indiana, which raises funds to provide scholarships for students attending Indiana Christian schools. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.
Misty M
Series 66
Tontitown, AR
Thrivent Investment Management
Misty Morris is a Series 66-licensed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior experience includes roles at Meyer, Raymond, and Scott, LLC, as well as entrepreneurial activity with More Brewing Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic planning without portfolio management on institutional accounts.
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