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

Richard S

Series 66

Minneapolis, MN

Thrivent Investment Management

Richard Sundberg is a Series 66-registered financial advisor with 23 years of industry experience. He has been with Thrivent Investment Management since 2002 and Thrivent Financial for Lutherans since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering planning as either a one-time or ongoing service. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping services separate.

Business ownership considerations
user avatar
firm logo

Austin B

Series 63, Series 65

Hillsboro, OH

Thrivent Investment Management

Austin Baker is a financial advisor with Thrivent Investment Management in Hillsboro, Ohio, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Thrivent since 2020. Outside of his advisory role, he has worked as an assistant golf professional at Valley Vista Golf Course, assisting with tournament operations and course management. 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 and allows clients to combine planning with managed-account services under a consolidated billing option, while keeping the services separate.

Business ownership considerations
user avatar
firm logo

Robert W

Series 66

York, NE

Thrivent Investment Management

Robert Woodburn is a financial advisor with Thrivent Investment Management in York, Nebraska, holding a Series 66 designation and 38 years of industry experience. He has been with Thrivent Investment Management and its predecessor Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Woodburn serves as President of St. John's Lutheran Church, LCMS, overseeing congregational business and governance. 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 and allows clients to combine these planning services with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Paula H

Series 66

Albany, NY

Thrivent Investment Management

Paula Heighton is a Series 66-registered financial advisor with Thrivent Investment Management, based in Albany, NY. She has 15 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of her advisory role, she serves as a mentor in the Education for Ministry program, leading weekly theological discussion groups through the University of the South. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm emphasizes comprehensive written recommendations across various planning areas and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Hannah T

Series 63, Series 66

Carmel, IN

Thrivent Investment Management

Hannah Thieneman is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Valeo Financial Advisors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm supports clients through comprehensive planning and managed-account programs while maintaining a separation between these services.

Business ownership considerations
user avatar
firm logo

Richard S

Series 63, Series 65

Saint Louis, MO

Thrivent Investment Management

Richard Schmoll is a financial advisor with Thrivent Investment Management in Saint Louis, MO, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with Thrivent Financial since 2015 and with Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based analyses and offers planning services separate from portfolio management.

Business ownership considerations
user avatar
firm logo

Joshua N

Series 66

Storm Lake, IA

Thrivent Investment Management

Joshua Newhouse is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Storm Lake, Iowa. He has 20 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Newhouse serves as a board director for the Buena Vista Regional Healthcare Foundation and acts as fundraising chair for the Star Spangled Spectacular event in Storm Lake. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm offers planning separately from managed-account programs and emphasizes comprehensive written recommendations without discretionary trading authority.

Business ownership considerations
user avatar
firm logo

Daniel G

Series 66

Downers Grove, IL

Thrivent Investment Management

Daniel Gehrs is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. His work history includes positions at Thrivent Financial, LPL Enterprise, and Pruco Securities LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Business ownership considerations
user avatar
firm logo

Gayle W

Series 63, Series 66

Crescent City, CA

Thrivent Investment Management

Gayle Wilson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Thrivent Financial for Lutherans since 2005 and with Thrivent Investment Management since 2003. Outside of financial advising, she is involved in a small-scale rental enterprise that provides short-term housing for tourists and event participants in Crescent City, California. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, with optional managed-account programs available under consolidated billing while keeping planning and portfolio management separate.

Business ownership considerations
user avatar
firm logo

Travis J

Series 63, Series 66

Raleigh, NC

Thrivent Investment Management

Travis Johanson is a financial advisor with Thrivent Investment Management in Raleigh, NC, holding Series 63 and Series 66 credentials and having 22 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Incorporated, and Waddell & Reed, Inc. 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 financial planning covering a broad range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Arlene M

Series 63, Series 66

Cottage Grove, MN

Thrivent Investment Management

Arlene Myers is a financial advisor with Thrivent Investment Management in Cottage Grove, MN, holding Series 63 and Series 66 designations and 29 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management delivers 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 financial topics and offers a consolidated billing option that combines planning with managed-account services, while keeping them separate.

Business ownership considerations
user avatar
firm logo

Terry H

Series 63, Series 65

Charlotte, NC

Thrivent Investment Management

Terry Halvorson is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Halvorson is also listed as a representative of record on previously sold Genworth Long-Term Care insurance policies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering planning on a one-time or ongoing basis. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Steven G

Series 63, Series 66

Chesterbrook, PA

Thrivent Investment Management

Steven Gdowik is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes 18 years at Pruco Securities, LLC, and four years at Prudential Annuities Distributors. 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 portfolio management or institutional advisory services.

Business ownership considerations
user avatar
firm logo

Matthew G

Series 63, Series 65

St Charles, IL

Thrivent Investment Management

Matthew Gruszkowski is a financial advisor with Thrivent Investment Management in St Charles, IL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Cottingham and Butler and McCoy Group, along with work at Great River Learning and TruSort. 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 services while keeping them separate.

Business ownership considerations
user avatar
firm logo

Kari H

Series 66

Appleton, WI

Thrivent Investment Management

Kari Hartjes is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 credential and six years of industry experience. She has worked at Thrivent Financial and Edward Jones during her career, with multiple roles at Thrivent since 2017. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across various planning topics. The firm’s approach separates planning from portfolio management and allows clients to integrate planning with managed accounts through a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Robert R

Series 66

Myrtle Beach, SC

Thrivent Investment Management

Robert Robinson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent and Edward Jones and is also involved outside of finance as the owner of a family beach photography business and founder of scuba diving instruction and ministry activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning across a range of topics without portfolio management or institutional advisory services.

Business ownership considerations
user avatar
firm logo

Nicholas W

Series 66

Redding, CA

Thrivent Investment Management

Nicholas Webb is a Series 66-registered financial advisor at Thrivent Investment Management with four years of industry experience. Prior to joining Thrivent, he worked at Shasta College and the Shasta County Office of Education. Outside of his advisory role, he serves as President of the Board of Directors for Leadership Redding, a local nonprofit focused on civic and community involvement, and is a member of Dogwood Acres LLC, an organization dedicated to the ecological maintenance of inherited forest land. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based, holistic financial analyses without discretionary trading authority. The firm offers planning solutions that can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Evan P

Series 66

Willoughby Hills, OH

Thrivent Investment Management

Evan Pirc is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at PNC Investment LLC and several entrepreneurial ventures, including Erin Christopher Holdings LLC and Pirc Company Landscaping & Snowplowing LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and planning without portfolio management or discretionary trading authority. The firm’s services include comprehensive recommendations across various planning areas and an option to combine planning with managed-account programs under a consolidated billing system.

Business ownership considerations
user avatar
firm logo

Jennifer B

CFP®, Series 63, Series 66

Newbury Park, CA

Thrivent Investment Management

Jennifer Brown is a CFP®-credentialed financial advisor with 34 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Based in Newbury Park, CA, she holds Series 63 and Series 66 licenses. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across various planning areas without managing client portfolios directly.

Business ownership considerations
user avatar
firm logo

Bridgit H

ChFC®, Series 63, Series 65

Harleysville, PA

Thrivent Investment Management

Bridgit Holly is a financial advisor at Thrivent Investment Management with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Holly has been with Thrivent Investment Management and Thrivent Financial for Lutherans 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 goal-based planning across a broad range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called "WealthPlan," while keeping these services separate.

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”)