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Sheri B
Series 63, Series 66
Palm Beach Gardens, FL
Thrivent Investment Management
Sheri Bilger is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has been with Thrivent and its affiliates since 2006, including roles at Thrivent Financial and Thrivent Investment 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 covering various financial topics, with options to combine planning and managed-account programs under a consolidated billing structure.
Paul A
Series 66
Fargo, ND
Thrivent Investment Management
Paul Aslakson is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Fargo, ND. He has 21 years of industry experience, including 14 years with Thrivent Financial for Lutherans. 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, income tax, estate, and special needs planning, while keeping planning services separate from managed accounts.
Jeffery J
Series 66
Norfolk, NE
Thrivent Investment Management
Jeffery Johnson is a Series 66-licensed financial advisor with Thrivent Investment Management in Norfolk, Nebraska, and has 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as a board member for the Creekwood Business Park Business Owners Association. 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 without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.
Russell L
Series 66
Rice Lake, WI
Thrivent Investment Management
Russell Lapoint is a financial advisor with Thrivent Investment Management in Rice Lake, WI, holding a Series 66 designation and 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 is co-owner of Lapoint Tire & Automotive and serves on the boards of the Rice Lake Curling Club and Rice Lake Youth Baseball Association, as well as a trustee for the Blue Hills Free & Accepted Masons. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service structures.
Kevin M
Series 63, Series 65
Jamestown, ND
Thrivent Investment Management
Kevin Metzger is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Thrivent since 2013. 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 planning on topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning, without managing client portfolios or serving institutional mandates.
Jeffrey W
Series 66
Cumming, GA
Thrivent Investment Management
Jeffrey Wegner is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. His prior employment includes roles at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, and Merrill. He is currently based in Cumming, Georgia. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across retirement, tax, estate, and other planning areas. The firm combines goal-based analyses with managed-account programs under its WealthPlan option, while maintaining separate planning and portfolio management services.
Brandi K
Series 66
Loveland, CO
Thrivent Investment Management
Brandi Kroese is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of her advisory role, Kroese serves as a Marketing Director for Melaleuca, a direct marketing company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm offers goal-based analyses and written recommendations on topics such as retirement and estate planning, delivered through a network of financial advisors without discretionary trading authority.
Bethany F
Series 63, Series 66
Appleton, WI
Thrivent Investment Management
Bethany Fischer is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Thrivent Investment Management Company since 2020 and was previously with Thrivent Investment Management Inc. from 2014 to 2019, maintaining a continuous relationship with Thrivent Financial for Lutherans since 2013. 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 without discretionary trading authority, allowing clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”
Stephanie F
Series 66
Kalamazoo, MI
Thrivent Investment Management
Stephanie Farrance is a financial advisor at Thrivent Investment Management with six years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2019. Prior to her current role, Farrance spent eight years at Mattawan Animal Hospital. 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 system called “WealthPlan.”
Connor G
Series 66
Johnston, IA
Thrivent Investment Management
Connor Gorton is a financial advisor at Thrivent Investment Management, holding a Series 66 designation with one year of industry experience. Prior to joining Thrivent, he worked for the Fellowship of Catholic University Students and has a background that includes roles in nonprofit and community-oriented organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses that address a wide range of financial planning topics. The firm offers these planning services either as a one-time or ongoing engagement, with options to combine them with managed-account programs under consolidated billing.
Alexander L
Series 63, Series 66
Shoreline, WA
Thrivent Investment Management
Alexander Lund is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Thrivent, he worked at Moss Adams for three years. Lund serves as a board member of the Everett Rowing Association, a nonprofit rowing club for youth and adults. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers planning either as a one-time or ongoing service and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Tammy B
Series 63, Series 65
Bowling Green, KY
Thrivent Investment Management
Tammy Brown is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Merrill and Money Concepts Capital Corp prior to joining Thrivent in 2014. Outside of her advisory role, she serves as a trustee for the Brown Dynasty Trust, overseeing farm land rental activities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written financial recommendations without managing client portfolios directly. The firm allows clients to integrate planning with managed accounts through a consolidated billing option called “WealthPlan,” maintaining separate planning and investment management services.
Christopher K
Series 66
River Falls, WI
Thrivent Investment Management
Christopher Kuechenmeister is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. He has previously served in the Wisconsin Army National Guard and held roles at Ciranda and Home Pro America. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority. The firm’s approach combines holistic analysis with optional managed-account programs under a consolidated billing option.
Kathleen W
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Kathleen Warmack is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm provides holistic, goal-based financial 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 distinct.
Arne F
Series 63, Series 65
Viroqua, WI
Thrivent Investment Management
Arne Fremstad is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 65 licenses. 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 covering a broad range of topics and offers an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.
Michael G
Series 63, Series 66
Newfoundland, NJ
Thrivent Investment Management
Michael Gollenberg is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He has been with Thrivent Investment Management since 2009 and Thrivent Financial for Lutherans since 2010. He holds Series 63 and Series 66 designations. 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 integrate planning with managed-account programs while maintaining separate service structures.
Thomas V
Series 63, Series 65, Series 66
Palm Coast, FL
Thrivent Investment Management
Thomas Ventura is a financial advisor with Thrivent Investment Management, holding Series 63, Series 65, and Series 66 credentials and bringing 23 years of industry experience. He has worked with several firms, including Encompass Investments and Bright Trading. Ventura is also involved in multiple real estate ventures, serving as president for several property management and consulting companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers these services through a network of financial advisors, combining planning with managed-account options under a consolidated billing program called WealthPlan.
Nathan H
Series 66
Greenwood Village, CO
Thrivent Investment Management
Nathan Hardy is a financial advisor with Thrivent Investment Management in Greenwood Village, CO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, Hardy worked for the State of Colorado for 11 years. 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 across various topics and allows clients to combine planning with managed-account services while maintaining these functions separately.
Bryan D
Series 63, Series 66
Overland Park, KS
Thrivent Investment Management
Bryan De Coursey is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at firms including MassMutual, LPL Financial, and Waddell & Reed. Outside of his advisory role, De Coursey serves as a stage hand for the Kansas City Chiefs, assisting with the setup and takedown of equipment for on-field pregame activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option, maintaining a separation between the two services.
Meredith W
Series 66
Lexington, SC
Thrivent Investment Management
Meredith Wilson is a financial advisor at Thrivent Investment Management with two years of experience in the industry. She previously worked at Estates Management Company for 11 years before joining Thrivent Financial and Thrivent Investment Management. Wilson holds a Series 66 designation. 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 broad range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”
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