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Nathaniel O

Series 66

Souris, ND

Thrivent Investment Management

Nathaniel Olson is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. His prior roles include positions at Edward Jones and First National Bank and Trust Company, as well as earlier work outside finance including retail and marine equipment. 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.

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Jordan S

Series 63, Series 66

Billings, MT

Thrivent Investment Management

Jordan Scarpari is a financial advisor with Thrivent Investment Management in Billings, Montana. He holds Series 63 and Series 66 designations and has nine years of industry experience. Prior to joining Thrivent, Scarpari worked at Yellowstone Bank for one year. 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 written recommendations on a range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option.

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Jeffrey S

Series 63, Series 66

Durango, CO

Thrivent Investment Management

Jeffrey Solomonson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Solomonson serves on the boards of Lutheran Family Services Rocky Mountains and the Colorado Warriors Pop Warner Football Club. 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 a range of financial topics and combines planning with managed-account programs under a consolidated service called WealthPlan, while keeping planning and investment management separate.

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Dale K

Series 66

Burnsville, MN

Thrivent Investment Management

Dale Kersten is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. His prior work includes positions at The Home Depot and Exlar Corp. Outside of his advisory role, he serves as an election judge in Dakota County and is a board member of Project Miracle, a nonprofit organization focused on providing resources to underserved communities. Thrivent Investment Management delivers dedicated planning services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses across a broad range of financial topics without discretionary trading authority. The firm’s approach allows clients to integrate planning with managed-account programs while maintaining separate service relationships.

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Erich L

Series 66

Corpus Christi, TX

Thrivent Investment Management

Erich Lehmann is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2013. Outside of his advisory role, he serves as a Deacon at Second Baptist Church in La Grange, Texas, where he participates in various volunteer activities. He is also secretary of the Frisch Auf! Valley Country Club board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a broad range of planning topics. The firm offers these planning services alongside managed-account programs without discretionary trading authority or institutional portfolio management.

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Darren M

Series 66

Salt Lake City, UT

Thrivent Investment Management

Darren Morrison is a Series 66-licensed financial advisor with Thrivent Investment Management in Salt Lake City, UT, bringing 13 years of industry experience. He has been with Thrivent and Thrivent Financial for Lutherans since 2013 and 2014, respectively. Outside of his financial advisory role, he serves as co-chair on the Board of Christian Education at Prince of Peace Lutheran, where he helps oversee policy and procedures for the elementary school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and offering a combination of planning and managed-account options through a consolidated platform called WealthPlan. The firm emphasizes planning without discretionary trading authority and conducts periodic reviews of its recommendations.

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Delia A

Series 66

Fort Worth, TX

Thrivent Investment Management

Delia Aderoju is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management for three years and has a background at DXC Technology. 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 a range of financial topics, delivered as either one-time or ongoing engagements without portfolio management for institutional clients.

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Dario B

Series 66

Burnsville, MN

Thrivent Investment Management

Dario Bilardello is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Minnesota for 13 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 analyses and allows clients to combine planning with managed-account programs, while keeping these services separate.

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George D

Series 66

Chicago, IL

Thrivent Investment Management

George Dan is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Outside of his advisory role, he teaches a course titled "The Psychology of Finance" through the University of Chicago Professional Education program and serves as CEO of User Nudge, a company focused on applying behavioral science to improve online user experiences. 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 various financial topics, allowing clients to integrate planning with managed-account services while maintaining separation between the two.

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Brian B

Series 63, Series 66

Santa Barbara, CA

Thrivent Investment Management

Brian Boyle is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Thrivent since 2002. Boyle serves on the board of an office building condominium association in Santa Barbara, providing owner-occupied representation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option, emphasizing separate delivery of these services through its network of Financial Advisors.

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Joseph D

Series 66

Delavan, WI

Thrivent Investment Management

Joseph Deciccio is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2021. He previously served at Inspiration Ministries and Shepherds College. Deciccio is also a board director for Habitat for Humanity, where he assists with recruitment, fundraising, and strategic planning for home builds. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without portfolio management or discretionary trading authority.

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Andrew B

Series 66

St Louis, MO

Thrivent Investment Management

Andrew Bolin is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Bolin serves as Vice President of the Maplewood Community Betterment Foundation, a nonprofit focused on improving local community life, and participates in several other community organizations including Friends of Refugees and Immigrants and Troop 362. 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 combines planning with managed accounts under a consolidated billing option called “WealthPlan.”

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Douglas G

Series 63, Series 66

Naperville, IL

Thrivent Investment Management

Douglas Grove is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Principal Life, MassMutual, Fidelity Investments, and Thrivent Financial. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and allows clients to combine planning with managed-account services through an integrated billing option.

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John B

Series 66

Beaumont, CA

Thrivent Investment Management

John Bunge is a Series 66-licensed financial advisor with 12 years of experience at Thrivent Investment Management. He is based in Beaumont, CA, and has served at Thrivent Financial since 2014. Outside of his advisory role, he is active in several community and faith-based organizations, including serving on the advisory board for Habitat for Humanity Inland Valley and as a part-time interim pastor at Faith Lutheran Church. 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 programs while keeping these services distinct.

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Alexandra Q

Series 66

Atlanta, GA

Thrivent Investment Management

Alexandra Quinn is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 credential and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and operated Quinn Peak Management. Outside of her advisory role, she works as an independent travel agent for Fora Travel, assisting clients with travel arrangements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of financial topics, with the option to combine planning with managed-account programs under a consolidated billing system.

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Zachary N

Series 66

Hurley, WI

Thrivent Investment Management

Zachary Nigh is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has six years of industry experience, having worked at Thrivent and associated firms since 2020, as well as at Associated Bank and Heights Finance earlier in his career. Outside of his advisory role, he manages a residential duplex as an owner and landlord. 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 various financial topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

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Michael L

Series 66

Minot, ND

Thrivent Investment Management

Michael Lauckner is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2004. In addition to his advisory work, he serves as a council member for Bread of Life Church and volunteers as a public address announcer for high school soccer games in Minot, ND. 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, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Robert L

Series 66

Pequot Lakes, MN

Thrivent Investment Management

Robert Lindell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, Lindell is a partner in Cabinets by Lindell, a kitchen and bath design and sales business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services while maintaining separate engagements.

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Matthew D

Series 66

Irvine, CA

Thrivent Investment Management

Matthew Detisch is a financial advisor at Thrivent Investment Management in Irvine, CA, holding a Series 66 designation. He began his advisory career in 2026 and has previous experience in various roles including work at DoorDash and Century Support Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a broad range of financial planning topics. The firm offers flexible planning engagements without discretionary trading authority and integrates planning with managed-account services under a consolidated billing option.

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Marcia G

Series 66

Napoleon, OH

Thrivent Investment Management

Marcia Gobrogge is a Series 66-licensed financial advisor with Thrivent Investment Management, where she has worked since 2007. She has 18 years of industry experience. 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 written recommendations across various planning topics, with clients able to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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