Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Sean L

Series 66

Rancho Santa Margarita, CA

Thrivent Investment Management

Sean Little is a financial advisor with Thrivent Investment Management in Rancho Santa Margarita, CA, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliates since 2017. Outside of advising, he has experience working with youth aquatics and water polo organizations. 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 analyses across various financial topics, with an option to combine planning with managed-account programs under a consolidated billing arrangement.

Business ownership considerations
user avatar
firm logo

Benjamen S

Series 66

Monroe, WI

Thrivent Investment Management

Benjamen Smith is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Monroe, WI, and has one year of industry experience. Prior to joining Thrivent, he held roles at various organizations including The Wood Cycle and Cornhusker Bank. He serves as Sponsor Chair on the Cheese Days Board, which organizes a bi-annual community event. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm’s services include comprehensive planning on topics such as retirement, tax, estate, and special needs.

Business ownership considerations
user avatar
firm logo

Kyle G

Series 63, Series 66

Mitchell, SD

Thrivent Investment Management

Kyle Gerlach is a financial advisor with Thrivent Investment Management in Mitchell, SD, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Thrivent in 2020, he worked at Midwest Concrete and managed Gerlach Farms, where he was involved in crop production and marketing for 20 years. He serves as a board member of the Mount Vernon Economic Development Group, contributing to community improvement efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach combines planning with a managed-account program under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Chelsie O

Series 66

Omaha, NE

Thrivent Investment Management

Chelsie Olson is a Series 66-licensed financial advisor with Thrivent Investment Management in Omaha, NE, with seven years of industry experience. She has been with Thrivent entities since 2014, working at Thrivent Financial since then and Thrivent Investment Management since 2018. 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 that covers a wide range of topics, including retirement, income tax, estate, and special needs planning, without handling implementation of recommendations.

Business ownership considerations
user avatar
firm logo

Donald K

Series 63, Series 66

Little Rock, AR

Thrivent Investment Management

Donald Knoernschild is a financial advisor with Thrivent Investment Management in Little Rock, Arkansas, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Knoernschild serves as a board member for the Augsburg Food Pantry, a volunteer organization providing food assistance to about 600 families monthly. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various planning areas. The firm separates planning from managed-account services and does not provide portfolio management or institutional advisory services.

Business ownership considerations
user avatar
firm logo

James T

Series 66

Chicago, IL

Thrivent Investment Management

James Thayer is a financial advisor at Thrivent Investment Management in Chicago, IL, holding a Series 66 designation with 18 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, he holds a minority ownership interest in a closely held corporation that owns farmland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and planning across various topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority in its Dedicated Planning Service.

Business ownership considerations
user avatar
firm logo

Jennifer G

Series 66

New London, WI

Thrivent Investment Management

Jennifer Gardner is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has been with Thrivent and its related entities since 2022. Outside of her advisory role, Gardner serves as Commander of American Legion Post 512 and is the treasurer for Boy Scout Troop 59, managing the troop’s financial accounts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial planning advice on a range of topics without implementation. The firm combines holistic, goal-based analyses with managed-account options while maintaining separate planning and portfolio management services.

Business ownership considerations
user avatar
firm logo

Jonathan U

Series 66

Beloit, WI

Thrivent Investment Management

Jonathan Urish is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and previously worked at Beloit College for 25 years. Outside of his advisory role, he serves as an election official and is a board member of Friends of Riverfront in Beloit, as well as a director of The Catapult Foundation, which supports data fluency initiatives for under-resourced youth. 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 integrated planning and managed-account options through its WealthPlan service while maintaining separate relationships for planning and asset management.

Business ownership considerations
user avatar
firm logo

Jayden S

Series 66

Marietta, GA

Thrivent Investment Management

Jayden Snyder is a financial advisor at Thrivent Investment Management in Marietta, GA, holding a Series 66 credential with two years of industry experience. Prior to his current role, he worked at Publix and TAKI and has coached baseball for Cornerstone Prep. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority and offering both one-time and ongoing planning engagements.

Business ownership considerations
user avatar
firm logo

Jo M

Series 63, Series 65, Series 66

St Petersburg, FL

Thrivent Investment Management

Jo Moore is a financial advisor at Thrivent Investment Management with 17 years of industry experience. She has held positions at Edward Jones from 2012 to 2018 before joining Thrivent in 2018. Moore holds the Series 63, Series 65, and Series 66 designations. 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 that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Mark B

Series 66

Whippany, NJ

Thrivent Investment Management

Mark Baccaglini is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as Vice President of the Morristown Area Little League, where he helps organize and coordinate baseball and softball programs for local youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, estate, tax, and special needs planning without including implementation. The firm emphasizes holistic, goal-based analyses and separates planning services from managed-account programs.

Business ownership considerations
user avatar
firm logo

Adam S

Series 63, Series 65

Madison, WI

Thrivent Investment Management

Adam Schinke is a financial advisor with Thrivent Investment Management in Madison, WI, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based financial planning and offering a consolidated billing option called “WealthPlan” that separates planning from managed-account services.

Business ownership considerations
user avatar
firm logo

Stephanie M

Series 66

Copley, OH

Thrivent Investment Management

Stephanie Mccarty is a Series 66-licensed financial advisor with 26 years of industry experience. She has worked at 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 financial planning focused on a broad range of topics, with planning services delivered separately from portfolio management.

Business ownership considerations
user avatar
firm logo

Jennifer J

Series 66

Perham, MN

Thrivent Investment Management

Jennifer Janson is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial since 2020. Prior to her current role, she had experience with Tastefully Simple and Mary Kay. Outside of advising, she is a co-owner of a residential rental property managed by her husband. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based, holistic planning covering various financial topics and allows clients to combine these services with managed accounts through a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Braden D

Series 66

Sheboygan, WI

Thrivent Investment Management

Braden Dirkse is a financial advisor with Thrivent Investment Management in Sheboygan, WI, holding a Series 66 designation and three years of industry experience. His work history includes roles at Thrivent Financial and related affiliates since 2022. Outside of his advisory work, he serves as a referee in a youth basketball league and as an assistant varsity boys basketball coach in the Oostburg School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers planning across various topics and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Brandon K

Series 66

Chilton, WI

Thrivent Investment Management

Brandon Krupp is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent since 2017, including roles at Thrivent Financial. Outside of his advisory work, Krupp serves as a member of the Trinity Lutheran Rantoul School Board. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based financial plans without managing portfolio implementation.

Business ownership considerations
user avatar
firm logo

Brent S

Series 66

St Charles, MO

Thrivent Investment Management

Brent Stewart is a Series 66-credentialed financial advisor with 21 years of industry experience. He 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 through a network of financial advisors. The firm offers holistic, goal-based financial planning and managed-account programs, with a focus on planning services separate from portfolio management.

Business ownership considerations
user avatar
firm logo

Kimberly B

Series 66

Lockport, IL

Thrivent Investment Management

Kimberly Burbank is a Series 66 credentialed financial advisor with seven years of experience at Thrivent Investment Management and prior experience at Marquette Bank spanning 17 years. She serves as a board member for Love Smiles, a nonprofit organization supporting pediatric cancer patients and their families through storytelling and care packages. Additionally, she is Vice President and a scholarship committee member of the Lincoln Way Area Business Women's Organization, which awards scholarships to local women pursuing higher education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm’s planning approach includes a broad range of topics and can be combined with its managed-account program under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Kristin I

Series 66

Tioga, ND

Thrivent Investment Management

Kristin Iverson is a Series 66 licensed financial advisor with nine years of experience at Thrivent Investment Management. Prior to joining Thrivent, she worked with The Salvation Army for four years. Iverson serves on multiple community boards, including Williams County Community Service and Sanford Health, and is president of the Tioga Lions Club. She is also part owner of White Earth Bay Campground and co-hosts events for You Flourish Company. 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 combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Business ownership considerations
user avatar
firm logo

Travis S

Series 66

Virginia, MN

Thrivent Investment Management

Travis Sorensen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at W.A. Fisher, Art Unlimited, and Viking Coca-Cola. 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 offers a combined planning and managed-account program called WealthPlan, maintaining separation between planning advice and investment management.

Business ownership considerations
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)