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Jordan C
Series 63, Series 65
Hendersonville, TN
Thrivent Investment Management
Jordan Coffey is a financial advisor with Thrivent Investment Management in Hendersonville, TN, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, Coffey serves as president of Overflow Mission, a nonprofit focused on community relief and outreach in Zimba, Zambia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across a broad range of planning topics without managing client portfolios directly.
James P
Series 66
Delray Beach, FL
Thrivent Investment Management
James Pace is a financial advisor with Thrivent Investment Management in Delray Beach, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he serves as an elected board member at Trinity Lutheran Church and School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, estate, and special needs without implementation of recommendations. The firm combines goal-based analyses with managed-account programs under a consolidated billing option called “WealthPlan,” focusing on client planning rather than discretionary portfolio management.
Aaron E
Series 63, Series 65
Johnstown, CO
Thrivent Investment Management
Aaron Elder is a financial advisor with Thrivent Investment Management in Johnstown, CO, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at Northwestern Mutual and Professional Financial Specialists, Inc. Outside of advising, he co-owns a social media content business focused on baseball trivia and serves as Assistant Director of Baseball for a local youth sports nonprofit. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority and a range of planning topics including retirement and estate planning.
Victor E
Series 66
Minneapolis, MN
Thrivent Investment Management
Victor Edwards is a financial advisor at Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and previously worked at Amazon, Securitas AB, and Homeview Health. Edwards has been with Thrivent Financial since 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses that cover a wide range of planning topics. The firm offers planning and managed-account services separately but allows clients to combine them under a consolidated billing option called “WealthPlan.”
Jinhee C
Series 63, Series 65
Columbus, OH
Thrivent Investment Management
Jinhee Cho is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at The Huntington Investment Company and JPMorgan SECURITIES LLC. Based in Columbus, OH, she has been with Thrivent since 2024. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option while maintaining separate service components.
Libardo D
Series 63, Series 65, Series 66
Barrington, RI
Thrivent Investment Management
Libardo De La Torre is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has previously worked at Mass Mutual Investors Services, MSI Financial Services, and Metlife Securities Inc. De La Torre holds the Series 63, Series 65, and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of financial topics. The firm’s approach separates planning from managed-account services and conducts periodic reviews of recommendations.
Christopher J
Series 66
Queen Creek, AZ
Thrivent Investment Management
Christopher Janiak is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Lowe's and was involved with NewLife Assembly of God for over a decade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary portfolio management. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.
Kenneth T
Series 63, Series 66
Johnston, IA
Thrivent Investment Management
Kenneth Tague is a financial advisor with Thrivent Investment Management in Johnston, IA, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Thrivent, he spent 20 years at Wells Fargo. Outside of his advisory role, he serves as the congregational president of Mt. Calvary Lutheran Church and as committee chairman for Scout Troop 30, both volunteer leadership positions. 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 a consolidated billing option called “WealthPlan” that combines planning with managed-account services while keeping them separate.
William G
Series 66
Sheboygan, WI
Thrivent Investment Management
William Grasse is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. His prior work includes roles at Grasse Dirkse & Associates and various positions at Grand Canyon University, Masters Gallery Foods Inc, Sheboygan Christian School, DeTroye Electric Services Inc, and Oostburg Christian School. 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 across multiple financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Lucas B
Series 66
Gastonia, NC
Thrivent Investment Management
Lucas Beatty is a financial advisor with Thrivent Investment Management in Gastonia, NC, holding a Series 66 credential and nine years of industry experience. He has been with Thrivent since 2017. Outside of his advisory role, Beatty serves on the boards of the Dallas, NC Boys and Girls Club and Venture Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial plans without discretionary trading authority, typically delivered through a network of Financial Advisors.
Brett M
Series 66
Temecula, CA
Thrivent Investment Management
Brett Mallette is a financial advisor with Thrivent Investment Management in Temecula, CA, holding a Series 66 designation and four years of industry experience. His professional background includes roles at Thrivent Financial, The Vanguard Group, and Redeem Wealth Management, as well as nearly a decade with Paradise Valley Unified School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option while maintaining separate planning and portfolio management services.
Laura B
ChFC®, Series 66
Darlington, WI
Thrivent Investment Management
Laura Barnard is a financial advisor with Thrivent Investment Management in Darlington, WI. She holds the ChFC® designation and Series 66 license, and has 15 years of industry experience. Barnard has worked at Thrivent Financial For Lutherans and Thrivent Investment Management since 2014. 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 covering a wide range of topics, with the option to combine planning with managed-account services under a consolidated billing arrangement.
Daniel D
Series 63, Series 65
San Antonio, TX
Thrivent Investment Management
Daniel Dean is a financial advisor at Thrivent Investment Management in San Antonio, TX, with 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 65 licenses. 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 covering a broad range of financial planning topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Karli F
Series 66
Grand Forks, ND
Thrivent Investment Management
Karli Finney is a Series 66-licensed financial advisor with 12 years of industry experience, currently with Thrivent Investment Management. She previously worked at Jnba Financial Advisors Inc. for eight years before joining Thrivent in 2019. Outside of her advisory role, she assists with managing short-term rental properties owned by her family. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers ongoing or one-time engagements and allows clients to integrate planning with managed accounts through a consolidated billing option called WealthPlan.
Christine V
Series 66
North Oaks, MN
Thrivent Investment Management
Christine Vander Heyden is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has eight years of industry experience and previously worked at TCF National Bank for sixteen years. Her professional background is focused within Thrivent and its affiliates since 2017. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations on a variety of planning topics. The firm’s approach separates planning from managed-account services and includes periodic reviews, without discretionary trading authority for the Dedicated Planning Service.
Juan H
Series 63, Series 65
The Woodlands, TX
Thrivent Investment Management
Juan Henao is a financial advisor at Thrivent Investment Management in The Woodlands, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His work history includes positions at Thrivent Financial and SerUP, as well as a role at Universidad de San Buenaventura. 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 while keeping services distinct.
Shawn M
Series 63, Series 66
Appleton, WI
Thrivent Investment Management
Shawn Murphy is a financial advisor with Thrivent Investment Management based in Appleton, WI. He holds Series 63 and Series 66 designations and has five years of industry experience. His work history includes roles at Thrivent Financial and an entrepreneurial position at Bare Bones Brewery. 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 covering a broad range of topics, with an option to combine planning with managed-account services under a consolidated billing arrangement.
Jeffrey H
Series 63, Series 65
Johns Creek, GA
Thrivent Investment Management
Jeffrey Huenniger is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. 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 addresses a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.
Tyler S
Series 66
Saint Joseph, MI
Thrivent Investment Management
Tyler Streu is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has a diverse work history including roles at Thrivent Financial, Siena Heights University, and Duffield and Pastrick Family Funeral Home. Outside of his financial advisory role, he serves as Vice-Chairman of Salem Lutheran Church and Vice President of the Paw Paw Lake Rotary Club. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option but does not provide portfolio management for institutional clients.
Dean K
Series 63, Series 66
Powell, OH
Thrivent Investment Management
Dean Koller is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 35 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2023 and previously spent 22 years at Valic Financial Advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across various financial topics without including implementation, combining planning with managed-account services under a consolidated billing system called WealthPlan.
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