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Joseph H
Series 66
Parkville, MO
Thrivent Investment Management
Joseph Henson is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has been with Thrivent and its related entities since 2022. Prior to his financial advisory roles, he worked with the Platte County Board of Services and the Platte County R3 School District. Outside of his financial advisory work, Henson serves as an official in wrestling events. 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 clients the option to combine planning with managed-account services through its WealthPlan billing program.
Alexea M
Series 63, Series 65
De Motte, IN
Thrivent Investment Management
Alexea Martin is a financial advisor with Thrivent Investment Management in De Motte, Indiana. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Thrivent, she worked in the food service industry at Chick-Fil-A and Culver's. 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 various planning areas. The firm offers a consolidated billing option combining planning with managed-account services while maintaining these as separate engagements.
Anne K
Series 66
Mendota Heights, MN
Thrivent Investment Management
Anne Kersten is a financial advisor with Thrivent Investment Management in Mendota Heights, MN, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2012 and 2013, respectively. Outside of her advisory role, she serves as treasurer for CGTA Research Group, a nonprofit organization focused on Huntington’s research. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and written recommendations across multiple planning areas. The firm’s approach separates planning from implementation and managed-account services, maintaining a focus on advisory relationships without discretionary trading authority.
Robert S
Series 66
Greeley, CO
Thrivent Investment Management
Robert Spykstra is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his current role, he was involved with Sacred City Church and Morning Star Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive, goal-based analyses and planning without discretionary trading authority.
Annette J
Series 63, Series 66
Mount Vernon, WA
Thrivent Investment Management
Annette Jensen is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Thrivent, she worked at Nordic Global and spent 18 years at PeaceHealth. 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 allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping the services separate.
Elizabeth W
Series 66
Waconia, MN
Thrivent Investment Management
Elizabeth Walker is a Series 66-licensed financial advisor at Thrivent Investment Management with eight years of industry experience. She has been with Thrivent Financial and its investment management division since 2017. Prior to that, she worked at Marshalls for two years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers goal-based, holistic planning across various financial topics, allowing clients to combine planning with managed-account options while keeping services separate.
Bruce P
Series 66
Mansfield, IL
Thrivent Investment Management
Bruce Paulsrud is a Series 66 credentialed financial advisor with 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. 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 across various topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Scott N
Series 66
Minneapolis, MN
Thrivent Investment Management
Scott Niehaus is a Series 66-licensed financial advisor at Thrivent Investment Management in Minneapolis, MN, with 17 years of industry experience. He has been with Thrivent and its affiliated entities since 2015. 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 addressing retirement, tax, estate, business continuation, and special needs topics, with options to combine planning with managed-account programs under consolidated billing.
Samuel L
Series 66
Rockledge, FL
Thrivent Investment Management
Samuel Lyons is a Series 66-credentialed financial advisor with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Lyons is involved in a lay Christian movement called Via De Cristo, which serves to renew men and women of various Christian faiths. 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 combination of planning and managed-account services under a consolidated billing option called “WealthPlan.”
Ethan P
Series 63, Series 66
Chicago, IL
Thrivent Investment Management
Ethan Puck is a financial advisor with Thrivent Investment Management in Chicago, IL, holding Series 63 and Series 66 designations and one year of industry experience. His prior work includes roles at Centerstone, Dick's Sporting Goods, Universal Health Systems, and Center Grove Schools. 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’s approach allows clients to combine planning with managed-account programs through a consolidated billing option while keeping those services separate.
Carter P
Series 66
New York, NY
Thrivent Investment Management
Carter Pike is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has previously worked with Golf Park Coffee Co. and served in roles at Liberty University and its Center for Financial Literacy. 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 allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan” while keeping the services separate.
Theresa S
Series 63, Series 66
Mound City, SD
Thrivent Investment Management
Theresa Schaffer is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds Series 63 and Series 66 credentials. Her previous roles include positions at Freimark & Associates, Dakota Wealth Management, Variable Investment Advisors, and Wishard Insurance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes written recommendations across various planning areas and integrates these services with managed-account options through its WealthPlan program.
Michael K
Series 63, Series 65
Bradenton, FL
Thrivent Investment Management
Michael Kruse is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at Thrivent Financial and related firms since 2023. Outside of his advisory work, he serves as an administrative assistant in a structural steel design company, handling clerical duties. 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 financial topics without including implementation, allowing clients to combine planning with managed-account programs under a consolidated billing option.
Andrew Z
Series 66
Frankenmuth, MI
Thrivent Investment Management
Andrew Zietz is a financial advisor with Thrivent Investment Management in Frankenmuth, MI, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutheran and Thrivent Investment Management since 2005. Outside of his advisory role, he is a one-third owner of SLIM Holdings, LLC, a property holding company in Frankenmuth. 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 focused on various financial topics without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option.
Zachary P
Series 66
Minneapolis, MN
Thrivent Investment Management
Zachary Pritz is a financial advisor at Thrivent Investment Management based in Minneapolis, MN. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining Thrivent, he worked at ShareWell Coffee and held teaching positions at Veritas Christian Academy, Lake House Academy, and Henderson County Schools. 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 and allows clients to combine planning with managed-account programs while keeping these services separate.
Shay O
Series 66
York, PA
Thrivent Investment Management
Shay O’neill is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning their advisory career in 2026. Prior to this role, O’neill has worked in various positions including at The Coca-Cola Company, Western New England University, and Ardor Fitness. Outside of finance, they have experience with Quabbin Soccer Academy and other community organizations. 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 both one-time and ongoing planning engagements and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Clarice S
Series 66
San Antonio, TX
Thrivent Investment Management
Clarice Schmidt is a financial advisor with Thrivent Investment Management based in San Antonio, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Thrivent Financial for Lutherans since 2009 and Thrivent Investment Management since 2008. 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 covering a broad range of topics, with clients able to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”
Mark K
Series 63, Series 66
Allen, TX
Thrivent Investment Management
Mark Kingsbery Jr. is a financial advisor with Thrivent Investment Management in Allen, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. His career has been primarily with Thrivent since 2017, with prior roles including positions at Arizona State University and Starbucks Coffee Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and the option to integrate planning with managed accounts through its consolidated billing program, WealthPlan.
Pauline J
Series 66
Minneapolis, MN
Thrivent Investment Management
Pauline Johnson is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and possessing 41 years of industry experience. She has worked 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 and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services distinct.
John T
Series 66
Keizer, OR
Thrivent Investment Management
John Thurlow II 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 and 2010, respectively. 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 that covers a wide range of topics, with an option to integrate planning and managed accounts under a consolidated billing program called “WealthPlan.”
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