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Joel K

Series 66

Minneapolis, MN

Thrivent Investment Management

Joel Kram is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2015. 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 planning across various topics, including retirement and estate planning, while keeping planning services separate from portfolio management.

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Bradley B

Series 63, Series 65

Memphis, TN

Thrivent Investment Management

Bradley Bosi is a financial advisor with Thrivent Investment Management in Memphis, TN. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His prior work includes roles at Mallory Alexander International Logistics and ALSAC / St. Jude. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a variety of financial planning topics. The firm combines goal-based analyses with managed-account programs, maintaining a focus on client planning without discretionary trading authority.

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Matthew O

Series 66

Brandon, FL

Thrivent Investment Management

Matthew Oleson is a Series 66 credentialed financial advisor with Thrivent Investment Management in Brandon, FL, where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, Oleson serves as president of the Parsons Oaks Condominium Association, a property owners association for the office park where his office is located. 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 analyses and offers clients the ability to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and portfolio management separate.

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Sean L

Series 66

Highlandville, MO

Thrivent Investment Management

Sean Larson is a Series 66-licensed advisor with Thrivent Investment Management, based in Highlandville, MO. He has three years of industry experience and has held positions at Thrivent Financial, Performance Food Group, Sysco, and US Foods. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers holistic, goal-based planning using modeling tools, with options to combine planning and managed-account services under consolidated billing, while maintaining separate planning and portfolio management functions.

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Travis G

Series 63, Series 65

Newberry, SC

Thrivent Investment Management

Travis Goodman is a financial advisor with Thrivent Investment Management in Newberry, South Carolina. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, working at Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he serves as president of the Newberry Friendly Roadrunners Travel Club, a group organizing charter bus trips primarily for senior citizens and recent retirees. 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 analyses across various topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

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Anna L

Series 66

Burnsville, MN

Thrivent Investment Management

Anna Lucas is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Burnsville, MN. She has four years of industry experience and previously worked at Chipotle and California Baptist University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning across multiple areas without managing client portfolios directly.

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Melanie K

Series 66

Columbus, NE

Thrivent Investment Management

Melanie Knoepfle is a financial advisor with Thrivent Investment Management in Columbus, Nebraska, holding a Series 66 designation and 12 years of industry experience. She has worked with Thrivent since 2014. Knoepfle serves on the board of the Prairie Village Retirement Center, a retirement community associated with her church. 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 or institutional investment selection.

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Larry P

Series 66

Fond Du Lac, WI

Thrivent Investment Management

Larry Poch is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Thrivent Financial for Lutherans and its affiliated investment management firm since 2006. Outside of his advisory role, he serves as a board member of the Fond du Lac Concert Association, a nonprofit organization presenting a variety of musical performances to the Fond du Lac community. 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 a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

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Robert C

Series 63, Series 66

Vista, CA

Thrivent Investment Management

Robert Crane is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as Secretary of the San Diego Adult Baseball League Charity for Kids, a nonprofit supporting adult baseball and youth sports initiatives in the San Diego area. 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 integrated planning and managed-account services with an emphasis on written recommendations across various financial topics.

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Scott S

Series 63, Series 65

Newfoundland, NJ

Thrivent Investment Management

Scott Siripalaka is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Northwestern Mutual and Foresters Financial Services. Since 2005, he has been affiliated with Thrivent in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm integrates planning with a managed-account program under a consolidated billing option known as WealthPlan, while maintaining planning and investment management as distinct services.

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James P

Series 66

Providence, KY

Thrivent Investment Management

James Palmer is a Series 66-credentialed financial advisor with four years of industry experience, currently with Thrivent Investment Management in Providence, Kentucky. Prior to joining Thrivent, he was affiliated with Sulphur Well Church of Christ for 14 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, holistic analyses and allows clients to combine planning with managed-account programs, while maintaining separate services and focusing on comprehensive financial planning topics.

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Todd B

Series 66

Portage, WI

Thrivent Investment Management

Todd Braaksma is a Series 66-licensed financial advisor with 16 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management Inc, both based in Portage, WI. He has worked at Thrivent 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 goal-based, holistic planning across various financial topics, allowing clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

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Justin P

Series 66

Greenwood Village, CO

Thrivent Investment Management

Justin Pittenger is a financial advisor at Thrivent Investment Management with a Series 66 designation. He joined Thrivent in 2025 and has prior experience in energy services and various business roles. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses without portfolio management or institutional advisory services.

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Jeremiah N

Series 66

Anaheim, CA

Thrivent Investment Management

Jeremiah Nelson is a financial advisor with Thrivent Investment Management in Anaheim, CA, holding a Series 66 designation and five years of industry experience. His career includes roles at Thrivent Financial since 2021 and prior experience with Heritage Oak Private Education from 2015 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics. The firm offers these planning services separately from portfolio management and supports periodic review and updates through its network of advisors.

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Mark M

Series 63, Series 66

Golden Valley, MN

Thrivent Investment Management

Mark Morton is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He has held positions at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds the Series 63 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 holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

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Karl K

Series 66

Decatur, GA

Thrivent Investment Management

Karl Kennedy is a financial advisor with Thrivent Investment Management in Decatur, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Bankers Life and has experience in the fitness industry with Youfit and LA Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors, offering goal-based analyses and written recommendations on various financial planning topics without portfolio management or institutional advisory services.

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Zachary M

Series 63, Series 65

Carmel, IN

Thrivent Investment Management

Zachary Miskovic is a financial advisor with Thrivent Investment Management in Carmel, IN. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Thrivent, he worked at Northwestern Mutual in multiple related roles. Outside of finance, he is involved in youth hockey coaching, serving as director of coaching and player development for HSE High School and as an assistant and skills coach for Brebeuf High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across retirement, tax, estate, and other planning areas. The firm offers planning on a one-time or ongoing basis without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

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Eric B

Series 66

Inverness, IL

Thrivent Investment Management

Eric Beaderstadt is a financial advisor with Thrivent Investment Management, holding a Series 66 designation 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, he serves on the advisory board of the Salvation Army Des Plaines Corps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic planning without discretionary portfolio management or institutional mandates. The firm integrates planning with managed-account programs under a consolidated billing option called “WealthPlan” while keeping services separate.

Business ownership considerations
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Michael B

Series 63, Series 65

Stevens Point, WI

Thrivent Investment Management

Michael Bialas is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He has held positions at Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he serves as a board member at St. Joseph's Catholic Church and is a member of the Wisconsin Deer Advisory Council, which focuses on deer management in Portage County and Stevens Point, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes holistic, goal-based planning covering various topics such as retirement, tax, estate, and business continuation, with an option to integrate planning with managed-account programs under a consolidated billing system.

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Sara P

Series 66

Hudson, WI

Thrivent Investment Management

Sara Paradies is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 10 years of industry experience. She has been with Thrivent Financial and its affiliates since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm’s approach includes 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 separate.

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