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

Marci B

Series 66

Hamburg Township, MI

Thrivent Investment Management

Marci Blankenship is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. She has been with Thrivent and its affiliates since 2017. 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 combines planning with managed-account programs while maintaining separate service structures.

Business ownership considerations
user avatar
firm logo

Pierce F

Series 66

Manhattan, KS

Thrivent Investment Management

Pierce Flanders is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work includes roles at Bankers Life and Casualty, Angi Inc, and Pinnacle Solutions. He has also spent several years as a student at Kansas State University. 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 financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Eliza E

Series 66

Minneapolis, MN

Thrivent Investment Management

Eliza Evans Teague is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. She has been with Thrivent and its affiliated entities since 2016, with prior experience serving the City of Tekoa from 2021 to 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas without managing client portfolios directly. The firm’s approach integrates goal-based analyses and allows clients to combine planning with managed accounts through a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Brian P

Series 63, Series 66

Minneapolis, MN

Thrivent Investment Management

Brian Pludeman is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including 15 years with Thrivent. Outside of his advisory role, he serves as Director of the Concession Stand for the Lakes International Language Academy Booster Club, coordinating volunteers and managing inventory. 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 broad range of topics, allowing clients to combine planning with managed account programs under a consolidated billing option while keeping services separate.

Business ownership considerations
user avatar
firm logo

Brandon S

Series 63, Series 65

Spring Valley, MN

Thrivent Investment Management

Brandon Scheevel is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2015. Outside of his advisory work, Scheevel serves as an elder and treasurer for Bethany Bible Church in Le Roy, Minnesota, and owns BCS Solutions, LLC, which rents conference room space. 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 a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Shelli P

Series 66

Omaha, NE

Thrivent Investment Management

Shelli Perez is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Her background includes roles at Thrivent Financial, Shipt, Myrtle & Cypress Coffeehouse, Structure Decks & Pergolas, and the Hearts & Minds Early Childhood Program. 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’s approach integrates planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Business ownership considerations
user avatar
firm logo

Andrew R

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Andrew Ryan is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 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 nonprofits through a network of financial advisors, offering one-time or ongoing planning relationships focused on topics such as retirement, tax, estate, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Business ownership considerations
user avatar
firm logo

Matthew T

Series 66

Rogers, AR

Thrivent Investment Management

Matthew Taylor is a financial advisor with Thrivent Investment Management in Rogers, Arkansas, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and with Thrivent Investment Management since 2012. Outside of his advisory work, he is a partner in a mobile auto glass repair business, where he manages financial aspects such as profit and loss analysis and tax compliance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics. The firm emphasizes planning and managed-account services delivered through its network of financial advisors, without discretionary trading authority for its Dedicated Planning Service.

Business ownership considerations
user avatar
firm logo

Koral L

Series 66

Wisconsin Rapids, WI

Thrivent Investment Management

Koral Livernash is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to entering financial services, she worked for over two decades at Marshfield Medical Center. Outside of her advisory role, she serves as a board member for the South Wood County Humane Society, focusing on animal welfare and shelter advocacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans without discretionary trading authority and offering integration with managed-account programs under a separate billing structure.

Business ownership considerations
user avatar
firm logo

Paul K

Series 63, Series 65

Waukesha, WI

Thrivent Investment Management

Paul Kwiecien is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he provides fly fishing guide services for charitable fundraising events and is involved as a financial investor and co-owner in local hospitality ventures, including a wine bar. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning without portfolio management for institutional clients. The firm delivers written recommendations on a range of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Tod I

Series 66

Destin, FL

Thrivent Investment Management

Tod Ingram is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and previously spent time with Edward Jones and Envision Realty Group LLC. 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 and allows clients to combine planning with managed-account services while keeping them separate under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar
firm logo

Michelle Y

Series 66

Appleton, WI

Thrivent Investment Management

Michelle Yaniskivis is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and has held roles at Thrivent Financial and Thrivent Investment Management since 2018. Prior to her financial services career, she worked for a decade with the Kimberly Area School District. Outside of her advisory role, she is an independent consultant for Arbonne International, a health and skincare company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various planning topics. The firm’s approach separates planning from portfolio management and does not accept discretionary trading authority for these services.

Business ownership considerations
user avatar
firm logo

Laura A

Series 66

Colorado Springs, CO

Thrivent Investment Management

Laura Alford is a Series 66 credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to this role, she was involved with Community Bible Study for five years and worked at True Commerce Inc for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive goal-based analyses and planning without discretionary trading authority.

Business ownership considerations
user avatar
firm logo

Hannah R

Series 66

Mendota Heights, MN

Thrivent Investment Management

Hannah Rivard is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing four years of industry experience. She has been with Thrivent and its affiliated entities since 2021. Prior to her financial advisory career, Rivard worked for Minneapolis Public Schools for seven years. 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, focusing on written recommendations across various topics without discretionary trading authority.

Business ownership considerations
user avatar
firm logo

Marc K

Series 63, Series 66

Monticello, IA

Thrivent Investment Management

Marc Kerscher is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Thrivent since 2008. Outside of his advisory role, he serves as an assistant high school football coach and is a member of the board of directors for a senior living complex. 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 without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Robert J

Series 66

Andover, MN

Thrivent Investment Management

Robert Jackson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. Prior to joining Thrivent in 2020, he held roles at Under Armour and Total Wine and More. Outside of advising, he works as a Senior Inventory Analyst at Target Corporation, focusing on improving inventory reliability within distribution and delivery operations. 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 without discretionary trading authority, emphasizing periodic reviews and a separation between planning and managed-account services.

Business ownership considerations
user avatar
firm logo

Jay L

Series 63, Series 66

Waterloo, IA

Thrivent Investment Management

Jay Lassen is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA prior to joining Thrivent. 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 plans addressing various topics, with options to combine planning and managed-account services under a consolidated billing arrangement.

Business ownership considerations
user avatar
firm logo

Suzanne F

Series 66

Downers Grove, IL

Thrivent Investment Management

Suzanne Florez Bonville is a Series 66-registered financial advisor with Thrivent Investment Management, based in Downers Grove, IL. She has three years of industry experience and has worked at Thrivent Financial and related entities since 2022, with prior experience at Donohue Brown Mathewson & Smyth, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without portfolio management or discretionary trading authority.

Business ownership considerations
user avatar
firm logo

Jordan H

Series 66

Geneva, IL

Thrivent Investment Management

Jordan Hennings is a financial advisor with Thrivent Investment Management holding a Series 66 designation and no prior industry experience. His previous roles include positions at Wintrust Financial, CUSD 200 Wheaton Warrenville South High School, and Firmatek LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management for institutional clients.

Business ownership considerations
user avatar
firm logo

James H

Series 66

Raleigh, NC

Thrivent Investment Management

James Hoke is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 10 years of industry experience and serves as a board member for several local organizations, including the Kenly Area Chamber of Commerce, the Tobacco Farm Life Museum, and the Johnston County Tourism Authority. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning that covers a wide range of topics without direct portfolio management or discretionary trading authority.

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”)