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Rasheedah K

Series 66

Saint Louis, MO

Thrivent Investment Management

Rasheedah Krus is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo for 12 years. 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 planning across various financial topics, with options to combine planning with managed-account programs while maintaining separation between the two services.

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Jonathan P

Series 66

Washington, MO

Thrivent Investment Management

Jonathan Pickens is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has prior work history with firms including Symmetry Financial Group and Capital Assured Planning Agency. Outside of his advisory role, Pickens serves as Treasurer of the Washington Heights Lake Lot Owners Association and is involved with several community organizations, including serving on the board of the Franklin County Foster Closet and directing a local charity soccer tournament. 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 a broad range of topics, offering both one-time and ongoing engagement options without discretionary trading authority.

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Benjamin H

Series 63, Series 66

Simi Valley, CA

Thrivent Investment Management

Benjamin Hale is a financial advisor with Thrivent Investment Management in Simi Valley, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he serves as a board member of the Adventist Health Foundation supporting Simi Valley Hospital. 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 “WealthPlan” combines planning and managed-account services under a consolidated billing system while maintaining them as separate engagements.

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Amanda G

Series 63, Series 66

Crystal Lake, IL

Thrivent Investment Management

Amanda Green is a financial advisor at Thrivent Investment Management with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Thrivent since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning across multiple topics without managing client portfolios directly.

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Adam L

Series 66

Minneapolis, MN

Thrivent Investment Management

Adam Larson is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He has been with Thrivent since 2026 and previously worked in investment and administrative roles at Duquesne University and had employment experience with the Pittsburgh Steelers Stadium Incorporated. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning covering a broad range of topics, with options to combine planning with managed-account programs under a consolidated billing arrangement.

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Carson G

Series 66

Chandler, AZ

Thrivent Investment Management

Carson Goodrich is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he held roles in education and the food service industry, including at Grand Canyon University and several coffee companies. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and recommendations without discretionary trading authority. The firm’s approach integrates planning with managed accounts under a consolidated option called “WealthPlan,” while maintaining separate planning and investment services.

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Ryan A

Series 63, Series 65

Brenham, TX

Thrivent Investment Management

Ryan Aschenbeck is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a cow-calf operation and serves as council chairman for St. Paul Lutheran Church of Shelby, in addition to participating on a committee focused on shared ministry among rural Lutheran churches. 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 covering topics such as retirement, tax, estate, and business continuation, delivered without discretionary trading authority and with periodic reviews.

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John M

Series 66

Barrington, IL

Thrivent Investment Management

John Messerschmidt is a Series 66-licensed financial advisor with Thrivent Investment Management in Barrington, IL, where he has worked since 2008. He has 18 years of industry experience and has been with Thrivent Financial for Lutherans throughout his career. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning topics without portfolio management. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs through a consolidated billing option while maintaining separate services.

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Autumn M

Series 66

Cincinnati, OH

Thrivent Investment Management

Autumn Moore is a financial advisor with Thrivent Investment Management in Cincinnati, OH, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at PHP Agency and OneMain Financial. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority or institutional portfolio management.

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Angela E

Series 66

Cedar Rapids, IA

Thrivent Investment Management

Angela Etscheidt is a financial advisor with Thrivent Investment Management in Cedar Rapids, IA, holding a Series 66 credential and five years of industry experience. Her prior work includes roles at Principal Securities, LPL Financial, and ownership of InJOY Today, LLC, a business providing support services to families, including those experiencing dementia. She also maintains an independent consultant position with Arbonne International. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics, providing written recommendations without implementation, and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

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Adam S

Series 63, Series 66

Downers Grove, IL

Thrivent Investment Management

Adam Scheerer is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 66 credentials. He has been with Thrivent and its affiliated entities since 2024 and has prior experience at H&R Block and in state government roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without implementing those recommendations. The firm combines goal-based planning with managed-account programs under a consolidated billing option, maintaining a separation between planning and portfolio management services.

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Marc S

Series 66

Boca Raton, FL

Thrivent Investment Management

Marc Slama is a financial advisor with Thrivent Investment Management in Boca Raton, FL. He holds a Series 66 designation and began his financial services career in 2024. Prior to his current role, he was associated with John Leavitt - Thrivent. Outside of finance, Slama is the president and owner of Slama Sports, a tennis coaching and events business he has operated since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses and planning without discretionary portfolio management.

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Matthew D

CFP®, Series 63, Series 66

Minneapolis, MN

Thrivent Investment Management

Matthew Dickerson is a CFP® professional with 27 years of industry experience, currently serving at Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he collects passive farm rental income as a landowner. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. Their approach includes holistic analyses and the option to combine planning with managed-account programs under consolidated billing.

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Doreen T

Series 66

Alexandria, VA

Thrivent Investment Management

Doreen Trammell is a Series 66-licensed financial advisor with Thrivent Investment Management in Alexandria, VA, where she has worked since 2023. She has three years of industry experience and previously held roles at Rowene Kroesen and Calvary Church of the Nazarene. Outside of finance, she is involved in wellness coaching through Youngevity and serves as co-president of the Hayfield Garden Club, a civic association focused on gardening and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without portfolio management or discretionary trading authority. Their approach integrates planning with managed-account options under a consolidated billing service called WealthPlan.

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Nicole F

Series 66

Midlothian, VA

Thrivent Investment Management

Nicole Frost is a financial advisor with Thrivent Investment Management in Midlothian, VA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at CarMax, Inc. and Jamberry. 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 addressing various financial topics without implementing recommendations, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

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Aubrey R

Series 66

Lakewood, CA

Thrivent Investment Management

Aubrey Robertson is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors Financial Network and Raymond James Financial. Robertson is also an author of Christian books and content. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses and written recommendations across multiple planning areas without managing client portfolios directly.

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Benjamin M

ChFC®, Series 66

Granite Falls, MN

Thrivent Investment Management

Benjamin Munsch is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Munsch is involved in managing several LLCs related to property management and farm rental income. 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 planning as both one-time and ongoing engagements, covering topics such as retirement, tax, estate, and special needs planning.

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Ryleigh F

Series 66

Collinsville, IL

Thrivent Investment Management

Ryleigh Farar is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Thrivent, Ryleigh worked at Eckhardt Financial Group and held a variety of roles outside finance, including management positions at The Happy Bakery and Crazy Bowls and Wraps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account services under a consolidated billing arrangement.

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Sheilah L

Series 66

Minneapolis, MN

Thrivent Investment Management

Sheilah Lynch is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 credential and nine years of industry experience. She has been with Thrivent and its related entities since 2014. Outside of her financial advisory role, she pursues creative and musical interests as a songwriter and artist. 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 a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
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Ryan S

Series 66

Newton, NC

Thrivent Investment Management

Ryan Spleet is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds a Series 66 credential and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, he volunteers as a football coach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning as a one-time or ongoing service, addressing a wide range of topics and allowing clients to integrate planning with managed-account programs through a consolidated billing option.

Business ownership considerations
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