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Tara H
Series 63, Series 66
Hickory, NC
Thrivent Investment Management
Tara Hicks is a financial advisor with Thrivent Investment Management in Hickory, NC, holding Series 63 and Series 66 designations and having eight years of industry experience. She has been with Thrivent Investment Management since 2016 and at Thrivent Financial since 2017. Outside of her advisory role, she manages rental properties. 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 financial topics, with services available on a one-time or ongoing basis, separate from managed-account programs.
Demond R
Series 66
Broken Arrow, OK
Thrivent Investment Management
Demond Riouse is a Series 66-licensed financial advisor with Thrivent Investment Management, holding four years of industry experience. Prior to joining Thrivent, he worked at Guide Wealth Partners and Cetera, and before that at Securian Advisors MidAmerica and Minnesota Life Insurance Company. Outside of his advisory role, he serves as an at-large board member for the Brighton Village Homeowners Association in Broken Arrow, Oklahoma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based planning across a range of financial topics without discretionary trading authority.
Bradley B
Series 63, Series 66
Roseville, CA
Thrivent Investment Management
Bradley Baer is a financial advisor with Thrivent Investment Management in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He 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 and allows clients to integrate planning with managed account services under a consolidated billing option, while maintaining separation between planning and portfolio management.
Paul H
Series 66
Downers Grove, IL
Thrivent Investment Management
Paul Hoyem is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Thrivent Financial Bank and its affiliated entities since 2002. Outside of his advisory role, he serves as a board member of the Detroit Island Landowners Association, where he participates in the maintenance and management of local docks and roads. 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 both one-time and ongoing planning engagements, integrating planning with managed-account services under a consolidated billing option called “WealthPlan.”
Brian P
Series 66
Hughes Springs, TX
Thrivent Investment Management
Brian Peters is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019 and previously worked at T. Rowe Price from 2012 to 2019. 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 range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.
Megan C
Series 63, Series 66
Nashville, NC
Thrivent Investment Management
Megan Coggin is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Fidelity Investments and First Carolina Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering one-time or ongoing planning engagements focused on a broad range of topics without including implementation. The firm combines goal-based analyses with managed-account options under its WealthPlan billing program while maintaining separate planning and management services.
Charles A
Series 66
Eagan, MN
Thrivent Investment Management
Charles Athmann is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Thrivent, he worked at RBC Capital Markets for six years and held roles at Sedgwick, Kwik Trip, and Thrivent Financial. 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 analyses and planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.
Thomas B
Series 63, Series 65
Davenport, IA
Thrivent Investment Management
Thomas Brooke is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management 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 holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping these services separate.
Leah J
Series 66
Collinsville, IL
Thrivent Investment Management
Leah Joyce is a Series 66-credentialed financial advisor with 10 years of experience, currently serving at Thrivent Investment Management since 2016. She is located in Collinsville, IL. Outside of her advisory role, she acts as a trustee for a family trust that manages farms and rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs while keeping the services separate.
Hermon M
Series 63, Series 65
Atlanta, GA
Thrivent Investment Management
Hermon Mason is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to his current role, he worked at Pruco Securities, LLC, and COUNTRY FINANCIAL. He serves on the Alumni Board of Averett University, a private Baptist university in Virginia. 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 discretionary trading authority, emphasizing periodic reviews and a separation between planning and managed-account services.
Jeffrey W
Series 66
Germantown, MD
Thrivent Investment Management
Jeffrey White is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Wealth Management Company and Joseph Greenwald and Laake. 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 across various planning topics, delivered as one-time or ongoing engagements, without discretionary trading authority or institutional portfolio management.
James B
Series 63, Series 65
Westbury, NY
Thrivent Investment Management
James Bilger is a financial advisor with Thrivent Investment Management in Westbury, NY, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management for 24 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors, offering goal-based analyses and written recommendations on a wide range of financial topics, though implementation of advice is separate from the planning service.
James G
Series 66
Versailles, KY
Thrivent Investment Management
James Gould is a financial advisor with Thrivent Investment Management in Versailles, KY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at VeBridge Holdings/Konica Minolta Business Solutions for nine 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 planning covering retirement, tax, estate, business continuation, divorce, and special needs topics, with services delivered on a one-time or ongoing basis.
Kelly P
Series 63, Series 66
Leonard, TX
Thrivent Investment Management
Kelly Perry is a financial advisor with Thrivent Investment Management in Greensburg, PA, holding Series 63 and Series 66 credentials and 25 years of industry experience. Perry has been with Thrivent and its predecessor entities since 2002. Outside of financial advising, Perry serves occasionally as a guest worship leader at local community churches and is an advisory board member for the Christian Family and Children's Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, offering holistic, goal-based planning without discretionary trading authority. The firm’s approach integrates broad financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.
Robert A
Series 66
Port Charlotte, FL
Thrivent Investment Management
Robert Altieri is a Series 66-credentialed financial advisor at Thrivent Investment Management with one year of industry experience. His background includes a range of roles primarily outside the financial sector, such as positions at various hospitality and retail businesses. 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 and allows clients to combine planning with managed-account programs, while maintaining separation between these services.
Kyle N
Series 66
Mill Creek, WA
Thrivent Investment Management
Kyle Nowadnick is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds the Series 66 credential and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Nowadnick is involved in motorcycle racing activities, including serving as a sponsored rider, instructor, brand ambassador, and track marshal. 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 discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.
Tian E
Series 66
Golden Valley, MN
Thrivent Investment Management
Tian Elder is a Series 66-licensed financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, Elder worked in marketing for energy companies and has a background that includes seven years at Hope Academy and six years at Chick-Fil-A. Outside of financial advising, Elder is involved in face-to-face marketing for energy programs from Xcel Energy and Center Point Energy. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based planning on a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed accounts under consolidated billing while keeping services separate.
Karina H
Series 63, Series 66
Greenwood Village, CO
Thrivent Investment Management
Karina Holguin is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Gwen Brooks State Farm. 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, with an option to combine planning and managed accounts under a consolidated billing service called WealthPlan.
Matthew S
Series 66
Madison, WI
Thrivent Investment Management
Matthew Strode is a financial advisor at Thrivent Investment Management in Madison, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Lake Ridge Bank and various positions outside finance such as Showtime Entertainment and Stars of Florida. 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 financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements, integrating these services with managed-account programs under a consolidated billing option called “WealthPlan.”
Steven B
Series 66
Kutztown, PA
Thrivent Investment Management
Steven Bond is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, Bond serves as the treasurer of the Optimist Club of Kutztown Foundation, which supports youth activities and fundraising events in the local community. 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 broad range of topics without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.
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