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Daniel M
Series 66
Cottage Grove, MN
Thrivent Investment Management
Daniel Myers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of advising, he is a co-member of Bonanza Grove LLC, a commercial property management entity. 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 a range of planning topics and integrates planning with managed-account services through its WealthPlan consolidated billing option.
Peter K
Series 66
Minier, IL
Thrivent Investment Management
Peter Kates is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. He has one year of industry experience and previously worked for Peoria Public Schools District 150 for 29 years and owned Avanti's Italian Restaurant for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning that covers various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Luke C
Series 63, Series 66
Costa Mesa, CA
Thrivent Investment Management
Luke Cattau is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 wide range of planning topics, with the option to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”
Laura G
Series 63, Series 65
Chadds Ford, PA
Thrivent Investment Management
Laura Gates is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Coastal Equities, Inc. and Etoro. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based, holistic financial plans without discretionary management. The firm offers ongoing or one-time planning engagements, with an option to combine planning with managed accounts under a consolidated billing system.
Jessica R
Series 66
Reynoldsburg, OH
Thrivent Investment Management
Jessica Ritter is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her prior work includes roles at Thrivent Financial, T3 Performance-Sporting Columbus, and several positions in healthcare and family services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account programs through a consolidated billing option.
Robert W
Series 63, Series 65
Seminole, FL
Thrivent Investment Management
Robert Wolf is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and several mortgage-related firms. Outside of financial advising, he owns COST TO SERVE, LLC, a business focused on analyzing operational inventory costs for warehouses and distribution centers. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on various planning topics without implementation or discretionary portfolio management. The firm emphasizes goal-based analyses and periodic plan reviews through a network of Financial Advisors.
David K
Series 63, Series 65
Minneapolis, MN
Thrivent Investment Management
David Kloster is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and written recommendations across various financial topics. The firm’s planning services are separate from managed-account programs and do not include discretionary trading authority.
Lynn L
ChFC®, Series 63, Series 66
Thousand Oaks, CA
Thrivent Investment Management
Lynn Lundring is a financial advisor with Thrivent Investment Management in Thousand Oaks, CA, holding the ChFC® designation and Series 63 and 66 licenses. She has 55 years of industry experience, including over two decades at Thrivent Investment Management and a decade with Thrivent Financial. Lundring serves as an emeritus member of the Board of Regents at California Lutheran University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and written recommendations on a wide range of financial topics. The firm emphasizes planning services without discretionary trading authority and allows clients to combine planning with managed-account programs under consolidated billing.
John U
ChFC®, Series 63, Series 65
Pottstown, PA
Thrivent Investment Management
John Ungerman is a financial advisor with Thrivent Investment Management in Pottstown, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 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 financial planning across a wide range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”
Carmen H
Series 66
Milford, MI
Thrivent Investment Management
Carmen Haag is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and its predecessor entities since 2006. 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 on a range of financial topics, separate from managed-account services, and conducts periodic reviews of recommendations.
Aaron S
Series 63, Series 66
Orlando, FL
Thrivent Investment Management
Aaron Smith is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to his current role, he worked at GovOS and spent seven years with the Transportation Security Administration. Outside of finance, Smith freelances as a voice actor, providing voice-over work for various media including TV, radio, and audiobooks. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning that covers a broad range of topics. Their service is delivered through a network of advisors and allows clients to integrate planning with managed-account programs while maintaining separate billing and oversight.
Devon L
Series 66
Glendale, CA
Thrivent Investment Management
Devon Lewis is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Glendale, CA, and has one year of industry experience. Prior to joining Thrivent, he held various roles including positions at Cal Lutheran and in community settings. Outside of his advisory work, Devon founded a clothing brand called Inercritic and occasionally trains youth in basketball. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of advisors. The firm offers holistic, goal-based planning across multiple financial topics and allows clients to combine planning with managed-account services, maintaining separation between these offerings.
Justin L
Series 66
Houston, TX
Thrivent Investment Management
Justin Letbetter is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 credential and one year of industry experience. His background includes military service in the United States Marine Corps and roles at Caldwell Companies and Texas A&M prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on various financial planning topics while separating planning from portfolio management.
Caleb F
Series 63, Series 65
Huntsville, AL
Thrivent Investment Management
Caleb Ficken is a financial advisor at Thrivent Investment Management in Huntsville, AL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent in various capacities since 2014. 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 financial planning that covers a wide range of topics, with periodic reviews and an option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”
Diane N
Series 63, Series 65
Burlington, WI
Thrivent Investment Management
Diane Nopenz is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2015. Outside of her advisory role, she serves on the board of Side by Side, a nonprofit that provides emergency financial assistance to working poor families in the Lake Geneva area. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not involve discretionary trading authority for planning engagements.
Stephen W
CFP®, Series 63, Series 65
Naperville, IL
Thrivent Investment Management
Stephen Williams is a CFP® professional at Thrivent Investment Management with 28 years of industry experience. His career includes positions at Harris Investor Services, Inc and Huntington Bank prior to joining Thrivent. He is based in Naperville, IL. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering these services either on a one-time or ongoing basis.
John S
Series 66
Burnsville, MN
Thrivent Investment Management
John Stanger is a Series 66-registered financial advisor with Thrivent Investment Management, based in Burnsville, MN, with eight years of industry experience. Prior to his financial career, he served 22 years with the Prior Lake Police Department. He is involved in community activities, serving as a committee member for the Prior Lake Polar Plunge event benefiting Special Olympics and as a board member of Protectors' Peak, a Christian retreat center for law enforcement, military, and clergy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning across a range of topics without portfolio management or discretionary trading authority.
Jason K
Series 66
Hayward, WI
Thrivent Investment Management
Jason Kohl is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds a Series 66 designation and has been with Thrivent and its related entities since 2014. Outside of his advisory role, Kohl serves as a board director for Rails on Trails Inc., a nonprofit organization that develops and maintains outdoor trail sport and recreation opportunities in Washburn County, and he is also an assistant track and field coach for the Spooner Area School District. 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 topics and allows clients to combine planning with managed-account options while keeping the services separate.
Jeremy S
Series 66
Mayville, ND
Thrivent Investment Management
Jeremy Strand is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, Strand is involved in cattle ranching and assists a local farmer seasonally; he also serves as a board member for the Pirate Girls Hockey fundraising efforts and the Trail County Farm Bureau. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach focuses on holistic, goal-based planning across a wide range of topics, with options to combine planning with managed-account programs under a consolidated billing arrangement.
Matthew A
Series 66
Minneapolis, MN
Thrivent Investment Management
Matthew Anderson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and over 20 years of industry experience. He has been with Thrivent Investment Management since 2005 and with THRIVENT Financial since 2010. 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 these services separate.
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