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Dana R
Series 63, Series 65
Savannah, GA
Thrivent Investment Management
Dana Reimer Jr. is a financial advisor with Thrivent Investment Management in Savannah, GA, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at Thrivent Financial, J.P. Morgan Chase Bank, JP Morgan Securities, and Wells Fargo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a range of topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs while keeping the services separate.
Diego J
Series 63, Series 65
Spokane, WA
Thrivent Investment Management
Diego Jaques is a financial advisor at Thrivent Investment Management in Spokane, WA. He holds Series 63 and Series 65 licenses and has recently begun his career in the industry. Prior to joining Thrivent, his work experience includes roles outside the financial sector such as positions at Wine Valley Golf Course, Walla Walla Country Club, Grocery Outlet, and Yamas Greek Eatery. 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 across a broad range of financial planning topics. The firm allows clients to integrate planning with managed-account services under a consolidated billing option while keeping these services separate.
Lane A
Series 63, Series 66
Oconomowoc, WI
Thrivent Investment Management
Lane Albrecht is a financial advisor with Thrivent Investment Management in Oconomowoc, WI, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his financial advisory role, he is involved in farmland ownership, renting farmland on a cost-per-acre basis. 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 portfolio management or institutional services.
Stacy D
Series 63, Series 66
Appleton, WI
Thrivent Investment Management
Stacy Dobberstein is a financial advisor at Thrivent Investment Management in Appleton, WI, with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes roles at Thrivent Financial and Celebration Lutheran Schools. 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 combined with a managed-account program under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.
Steven S
Series 63, Series 66
Sabetha, KS
Thrivent Investment Management
Steven Stoller is a financial advisor with Thrivent Investment Management in Sabetha, Kansas, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he manages a rental property that includes his office space and additional commercial tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and holistic planning across various financial topics. The firm offers planning separately from managed account services and does not provide portfolio management or institutional advisory mandates.
Daniel T
Series 66
Hauppauge, NY
Thrivent Investment Management
Daniel Tohill is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds the Series 66 designation and has been 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 planning across various topics, allowing clients to combine planning with managed-account services while maintaining separate delivery of each.
Keith B
Series 66
Fargo, ND
Thrivent Investment Management
Keith Braddock II is a financial advisor with Thrivent Investment Management in Fargo, ND, holding a Series 66 designation and one year of industry experience. He previously worked at Cetera Investment Advisors and Cetera Wealth Services, and has a background that includes several roles outside the financial industry. In addition to his advisory role, Braddock is involved in multiple insurance-related businesses, including serving as an agent and general agent for fixed insurance products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various financial topics, combining planning with managed-account programs while maintaining separate services without discretionary trading authority.
Stacy G
Series 63, Series 66
Appleton, WI
Thrivent Investment Management
Stacy Gonnering is a financial advisor at Thrivent Investment Management in Appleton, WI, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Thrivent and its related entities since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial planning topics without portfolio management or institutional advisory roles. The firm offers goal-based analyses combined with managed-account programs under a consolidated billing structure while keeping planning and portfolio management services separate.
Andrew P
Series 66
Mesa, AZ
Thrivent Investment Management
Andrew Peronace is a financial advisor with Thrivent Investment Management in Mesa, AZ. He holds the Series 66 designation and has been with Thrivent since 2025. Prior to his financial advisory role, he worked at Play It Again Sports and has experience outside the industry in sports and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning without portfolio management for institutional clients, allowing clients to combine planning with managed account services under a consolidated billing option.
Pamela C
Series 66
Jacksonville, FL
Thrivent Investment Management
Pamela Cao is a financial advisor with Thrivent Investment Management in Jacksonville, FL. She holds the Series 66 designation and has four years of industry experience, including prior roles at LPL Financial and Fidelity Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics without portfolio management for institutional clients.
Matthew A
Series 66
Brea, CA
Thrivent Investment Management
Matthew Andre Burns is a financial advisor with Thrivent Investment Management in Brea, CA. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at HP Communications Inc and Northern Arizona University before joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses across a range of financial topics. The firm’s approach separates planning from portfolio management and does not include implementation within its planning service.
Nicholas C
Series 66
Kalispell, MT
Thrivent Investment Management
Nicholas Clark is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, Clark is a deacon at Whitefish Assembly, a church position involving board-like responsibilities, and is a silent partner in a long-haul transportation business. 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.
Mark C
Series 66
Tulsa, OK
Thrivent Investment Management
Mark Clegg is a financial advisor with Thrivent Investment Management based in Tulsa, Oklahoma. He holds a Series 66 designation and has 21 years of experience with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. 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 special needs planning, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.
Duane O
Series 63, Series 65
Beaver Dam, WI
Thrivent Investment Management
Duane Ohland is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and over 38 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 on various committees and boards related to local Lutheran educational and church organizations in Beaver Dam, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across a broad set of financial topics without discretionary trading authority.
Kasey L
Series 66
Minot, ND
Thrivent Investment Management
Kasey Lang is a financial advisor with Thrivent Investment Management in Minot, ND, holding a Series 66 designation and four years of industry experience. Prior to joining Thrivent, Lang worked for The Falkirk Mining Company for 12 years. Outside of advising, Lang serves as a Church Council Member at First Lutheran Church and is a compensated official for ice hockey and football games. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and separate managed-account programs under a consolidated billing option.
Dennis B
Series 63, Series 66
Salina, KS
Thrivent Investment Management
Dennis Burgardt II is a financial advisor with Thrivent Investment Management in Salina, Kansas, holding Series 63 and Series 66 licenses and possessing six years of industry experience. Prior to his current role at Thrivent, he spent five years at Lancaster Construction. He serves as a board member for the National Association of Insurance and Financial Advisors of Kansas. 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.
Brenda R
Series 66
Northfield, MN
Thrivent Investment Management
Brenda Rabbe is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial. Outside of her advisory role, Rabbe is the owner and teacher at Brenda's Voice Studio, where she has taught private voice lessons for over 20 years, and she serves as the founder and president of Moving Mountains, a nonprofit that distributes financial donations to other charitable organizations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial plans without portfolio management or discretionary trading authority. The firm supports ongoing planning relationships with a focus on comprehensive topics such as retirement, tax, estate, and special needs planning.
Alan N
Series 63, Series 65, Series 66
Cottonwood, AZ
Thrivent Investment Management
Alan Nickerson is a financial advisor with Thrivent Investment Management who holds Series 63, 65, and 66 credentials and has 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory work, he owns and manages a residential rental property in Tucson. 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 financial planning without discretionary trading authority and offers clients the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.
Joseph S
ChFC®, Series 63, Series 66
Estero, FL
Thrivent Investment Management
Joseph Stepanek is a financial advisor with Thrivent Investment Management in Estero, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he also works as a property casualty agent, providing home and auto insurance services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without providing portfolio management for institutional clients. Their approach includes holistic analyses and annual reviews, combining planning with managed-account programs while keeping these services separate.
Cole O
Series 66
Bismarck, ND
Thrivent Investment Management
Cole Olson is a financial advisor at Thrivent Investment Management based in Bismarck, ND. He holds a Series 66 designation and has been with Thrivent since 2026. His prior experience includes roles at CBIZ, MHM and EDCO Products, as well as time spent pursuing full-time education at the University of North Dakota. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.
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