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Elida D

Series 66

Colorado Springs, CO

Thrivent Investment Management

Elida Defrancisco is a financial advisor with Thrivent Investment Management, holding a Series 66 license and one year of industry experience. Her prior work includes positions at Situs AMC and various mortgage and financial services firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning without including implementation. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing system while maintaining separation between planning and portfolio management.

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Robert M

Series 63, Series 66

Anaheim, CA

Thrivent Investment Management

Robert Meaux Jr. is a financial advisor at Thrivent Investment Management in Anaheim, CA, with 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, he participates voluntarily in market research focus groups for a consumer research firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based planning and managed-account programs while keeping planning and implementation services separate.

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Ryan S

Series 66

Wooster, OH

Thrivent Investment Management

Ryan Spengler is a financial advisor with Thrivent Investment Management in Wooster, Ohio, holding a Series 66 license and seven years of industry experience. He has been with Thrivent since 2018 and previously worked at Indiana Wesleyan University. Outside of his advisory role, he serves as a board member for Grace Church in Wooster. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial topics without managing assets directly. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping those services separate.

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Ashley T

Series 63, Series 66

Sacramento, CA

Thrivent Investment Management

Ashley Tangeraas is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2019. Prior to her current role, she was employed by the State of California for 11 years. Tangeraas also maintains a California real estate broker's license for personal and family use. 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 planning without discretionary trading authority, focusing on topics such as retirement, estate, and tax planning.

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Leif E

Series 63, Series 65, Series 66

Forest Lake, MN

Thrivent Investment Management

Leif Erickson is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 credentials and 12 years of industry experience. He has been with Thrivent and its affiliates since 2015. Erickson serves on the Board of Directors for the Forest Lake Area Chamber of Commerce and is a City Councilmember for Forest Lake, MN, where he also presides over the Economic Development Authority. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses on topics such as retirement, estate, and tax planning, without discretionary portfolio management.

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August N

Series 66

Grayslake, IL

Thrivent Investment Management

August Negele is a financial advisor with Thrivent Investment Management in Grayslake, IL, holding a Series 66 credential and three years of industry experience. Prior to joining Thrivent, he worked in real estate as a data analyst and agent with Keller Williams and other brokerages. He continues to provide real estate data analysis on a contract basis alongside his financial advisory role. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm provides written recommendations across various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

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Kellen K

Series 63, Series 66

Enumclaw, WA

Thrivent Investment Management

Kellen Kranc is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work background includes roles at Thrivent Financial and positions in education at Pacific Lutheran University and Enumclaw High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering customized, goal-based financial analyses and planning without discretionary trading authority or portfolio management for institutional clients.

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Simon P

Series 66

Loveland, CO

Thrivent Investment Management

Simon Peterson is a financial advisor with Thrivent Investment Management in Loveland, Colorado. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at First Trust Portfolios, Robert W. Baird, Raymond James Financial Services, and Impact Financial Strategies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations across various planning topics while keeping implementation separate.

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Terry G

Series 66

Mount Airy, MD

Thrivent Investment Management

Terry Glendenning Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having 21 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he sublets part of his office suite to a construction management company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

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Jonathan R

Series 66

Columbus, IN

Thrivent Investment Management

Jonathan Rathert is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing two years of industry experience. Prior to joining Thrivent, he worked at Cummins, Inc. for several years. He is based in Columbus, IN. 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 planning across a wide range of topics, allowing clients to combine planning with managed-account programs while keeping these services distinct.

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Todd S

Series 63, Series 65

Columbus, NE

Thrivent Investment Management

Todd Sander is a financial advisor with Thrivent Investment Management in Columbus, Nebraska, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 planning and allows clients to combine planning with managed-account programs, while keeping these services distinct.

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Zachary K

Series 66

Fairmont, MN

Thrivent Investment Management

Zachary Krause is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining Thrivent, he worked at First Financial Bank in Winnebago for nine years and owned Krause Custom Construction, LLC for ten years. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based analyses and written recommendations across various planning topics without implementing those recommendations. The firm offers a consolidated billing option called “WealthPlan” that integrates planning with managed-account services while keeping them separate.

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Hunter D

Series 66

Nashville, TN

Thrivent Investment Management

Hunter Dodd is a Series 66-licensed financial advisor with Thrivent Investment Management and has been with the firm since 2025. He previously worked at Red Mountain Group and Descansando Partners, and has a background that includes education roles at the University of Mississippi and various schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and written recommendations across multiple planning areas. The firm offers these services as either one-time or ongoing engagements, separate from portfolio management.

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Daniel N

CFP®, Series 63, Series 66

Plymouth, MI

Thrivent Investment Management

Daniel Nickodemus is a CFP® professional with 35 years of industry experience, currently serving at Thrivent Investment Management since 2002. He is based in Plymouth, MI, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves in several nonprofit and community positions, including Treasurer of Historic Trinity Lutheran Church and board member roles with related organizations. 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 multiple areas without discretionary trading authority and integrates planning with managed-account services under a consolidated billing option called “WealthPlan.”

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Nicholas D

Series 66

Irvine, CA

Thrivent Investment Management

Nicholas Dodson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in Irvine, CA. He has been with Thrivent since 2026 and has prior experience at Dependable Life Group LLC, Family First Life, Amazon, Center for Autism and Related Disorders, and Nordstrom. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses and written recommendations across various financial planning topics. The firm offers ongoing or one-time planning engagements and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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Charmin E

Series 66

Burnsville, MN

Thrivent Investment Management

Charmin Erickson is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing two years of industry experience. Her background includes roles at Thrivent Financial and Modere, as well as over a decade in education and two decades in direct sales with Mary Kay. Outside of advisory work, she is a partner in a payment processing business and a sales consultant for network marketing household products. 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 across retirement, tax, estate, and other planning areas without discretionary trading authority.

Business ownership considerations
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Michael W

Series 66

Charlotte, NC

Thrivent Investment Management

Michael Williams is a Series 66 registered advisor with Thrivent Investment Management, based in Charlotte, NC. He has 21 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans that cover various topics such as retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

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Brady E

Series 66

Pewaukee, WI

Thrivent Investment Management

Brady Endl is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and its investment management division 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 holistic, goal-based analyses and planning that can be combined with managed-account services under a consolidated billing option called “WealthPlan,” focusing on planning without discretionary trading authority.

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Josiah P

Series 66

Blaine, MN

Thrivent Investment Management

Josiah Parker is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2021. Outside of his advisory role, Parker serves on the board of Operation Dignity International, an organization focused on community development and poverty reduction in Ghana. 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 programs under a consolidated billing option.

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Nicholas L

Series 66

St Louis, MO

Thrivent Investment Management

Nicholas Lawson is a Series 66-licensed financial advisor with Thrivent Investment Management based in St. Louis, MO, and has four years of industry experience. Prior to joining Thrivent, he worked for AvisBudget Group for over a decade and currently holds ownership and leadership roles in a car rental operation and a solar installation fulfillment company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic financial planning without discretionary trading authority or institutional portfolio management.

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