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Zachary K

Series 66

Colorado Springs, CO

Thrivent Investment Management

Zachary Kibby is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he is a member of Dubcom Capital LLC, which owns commercial office space leased to other Thrivent advisors and tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary trading authority.

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Norma G

Series 63, Series 65

Houston, TX

Thrivent Investment Management

Norma Graham is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo in various roles from 2016 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive planning on topics such as retirement, tax, estate, and special needs without discretionary trading authority. The firm integrates planning with managed-account programs through its WealthPlan option while maintaining separate service management.

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David C

Series 63, Series 66

Rockford, IL

Thrivent Investment Management

David Carter is a financial advisor with Thrivent Investment Management in Rockford, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to integrate planning with managed-account services under a consolidated billing option while maintaining separate service components.

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Jennie W

Series 66

Asheville, NC

Thrivent Investment Management

Jennie Wells is a financial advisor at Thrivent Investment Management with one year of industry experience. She previously worked at Charter/Spectrum and Verizon Wireless before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs without including implementation. The firm combines goal-based analyses with managed-account options through its WealthPlan program, maintaining separate planning and investment management services.

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Nathaniel F

Series 63, Series 66

Raleigh, NC

Thrivent Investment Management

Nathaniel Forkey is a financial advisor at Thrivent Investment Management in Raleigh, NC. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2026. His prior experience includes roles at Exact Sciences, Pfizer, Wells Fargo, and other companies. Outside of finance, he has been involved with Square Cow Moovers, a business active since 2021. 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 with periodic reviews, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

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Sarah C

Series 66

Golden Valley, MN

Thrivent Investment Management

Sarah Coffey is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked in education for over 17 years, including a role at Hopkins Public Schools. Outside of advising, she has coached educational transition programs and works as a restaurant server. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers an optional managed-account program combined with planning under a consolidated billing arrangement called WealthPlan.

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Michael N

Series 63, Series 66

Stoughton, WI

Thrivent Investment Management

Michael Niedfeldt is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner and co-owner of Niedfeldt Enterprises LLC, which manages and maintains commercial property in Stoughton, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based financial planning without discretionary trading authority.

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Daniel L

Series 63, Series 65

Appleton, WI

Thrivent Investment Management

Daniel Lambert is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Thrivent Investment Management and its predecessor entity since 2002, including his current tenure beginning in 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and asset management services separate.

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Russell S

Series 66

Decorah, IA

Thrivent Investment Management

Russell Schouweiler is a financial advisor at Thrivent Investment Management with six years at the firm and five years of industry experience. He previously worked at Luther College for ten years. Outside of his advisory role, Schouweiler coaches youth soccer and serves as Treasurer and a Board Director for the Decorah Area Chamber of Commerce. 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. The firm offers these services through a network of financial advisors, combining planning with managed accounts under a consolidated billing option called WealthPlan.

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Kevin K

Series 66

Carmel, IN

Thrivent Investment Management

Kevin Karlander is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Karlander coaches youth travel hockey. 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 various topics without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

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Corbin K

Series 63, Series 65

Green Bay, WI

Thrivent Investment Management

Corbin Keller is a financial advisor with Thrivent Investment Management in Green Bay, WI, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Keller is a majority owner of Packerland Office Center, LLC, where he manages an office building and related property maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of financial advisors. The firm offers holistic, goal-based planning that covers various financial topics and allows clients to integrate planning with managed-account programs under a consolidated billing option.

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Andrew W

Series 66

Hiawatha, IA

Thrivent Investment Management

Andrew Wegener is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work includes roles at Thrivent Financial, Pro Lawns, the City of Cedar Rapids, and Jersey Mikes, as well as full-time education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across various planning topics. The firm separates its planning services from managed-account programs and does not accept discretionary trading authority for its Dedicated Planning Service.

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Ross R

Series 63, Series 65

Appleton, WI

Thrivent Investment Management

Ross Ritchie is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Thrivent since 2012 in various capacities, including roles at Thrivent Distributors LLC and Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. Their approach includes holistic, goal-based analyses and written recommendations across multiple financial planning topics, offered through a network of advisors without discretionary trading authority.

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Benjamin T

Series 66

Oconomowoc, WI

Thrivent Investment Management

Benjamin Tamms is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has worked at Thrivent Financial since 2019 and previously held positions at Fis and Home Path Financial. Outside of his advisory role, he serves as Vice President of Finance for the Milwaukee chapter of the American Marketing Association, where he oversees account reconciliation and membership tracking. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s services include retirement, tax, estate, and special needs planning, delivered through financial advisors who update plans periodically.

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Brett K

Series 66

Golden Valley, MN

Thrivent Investment Management

Brett Koopman is a financial advisor with Thrivent Investment Management in Golden Valley, MN, 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, he serves on the Board of Trustees for Mount Carmel Ministries and is a director and owner of a family farm corporation, Chedna, Ltd. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning addressing a wide range of topics, providing ongoing or one-time planning relationships without discretionary portfolio management for institutional clients.

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Michael H

Series 66

Raleigh, NC

Thrivent Investment Management

Michael Hock Jr. is a financial advisor with Thrivent Investment Management in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at GE Healthcare for seven years and was involved with Ohana Homes. Outside of his advisory work, he is a member and manager of holding companies that administer LLCs owning real estate. 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. The firm offers planning as either a one-time or ongoing engagement, addressing a wide range of financial topics while keeping implementation and managed-account services separate.

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Jess R

Series 66

Cottonwood, AZ

Thrivent Investment Management

Jess Reimnitz is a financial advisor with Thrivent Investment Management based in Cottonwood, AZ, holding a Series 66 designation and 12 years of industry experience. He has been with Thrivent and its related entities since 2014. Outside of his advisory role, Reimnitz serves as a trustee for the Mariachi Scholarship Foundation and holds leadership positions in community organizations such as Toastmasters International and a local Rotary club. 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 plans across a broad range of topics. The firm combines planning with a managed-account program under a consolidated billing option while maintaining a separation between planning and portfolio management services.

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Peter F

Series 66

Clintonville, WI

Thrivent Investment Management

Peter Fannin is a Financial Advisor with Thrivent Investment Management in Clintonville, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Thrivent and its predecessor firm since 2002. Fannin serves as Vice President of the Marion Lions Club and will become President in June 2024. 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 covering various topics and allows clients to combine planning with managed accounts under a consolidated billing arrangement while keeping these services distinct.

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Jason R

Series 66

Westbury, NY

Thrivent Investment Management

Jason Rogoff 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 2005. Outside of his advisory role, Rogoff serves as Executive Director of the Merrick Bellmore Little League and is the owner of Vantage Auto Group of Long Island, an auto purchasing and leasing business. 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, focusing on topics such as retirement, tax, estate, and special needs planning.

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Christine O

Series 63, Series 66

Jackson, MO

Thrivent Investment Management

Christine Ostendorf is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2022. Outside of her advisory role, she serves as treasurer for St. Ambrose Catholic School's Home and School organization and owns an Etsy shop creating custom digital and printed greeting cards. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and planning without discretionary portfolio management. The firm provides ongoing or one-time planning engagements addressing a broad range of financial topics.

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