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

Thomas N

Series 63, Series 66

Birmingham, AL

Thrivent Investment Management

Thomas Noon is a financial advisor with Thrivent Investment Management in Birmingham, AL, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. 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 on a range of topics, with planning and managed-account services available separately or combined under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Christopher C

Series 63, Series 66

Detroit Lakes, MN

Thrivent Investment Management

Christopher Cymbaluk is a financial advisor with Thrivent Investment Management in Detroit Lakes, MN, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is a co-owner of a hunting property held in an LLC with friends. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on retirement, tax, estate, business continuation, and other financial topics. The firm emphasizes holistic planning without discretionary trading authority and offers clients the option to combine planning with managed accounts under a consolidated billing structure.

Business ownership considerations
user avatar
firm logo

Brooke P

Series 66

Fort Wayne, IN

Thrivent Investment Management

Brooke Peters is a financial advisor at Thrivent Investment Management in Fort Wayne, Indiana, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Ash Brokerage and healthcare organizations such as Parkview Regional Medical Center. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning across various topics and provides clients with the option to integrate planning with managed accounts under a consolidated billing arrangement.

Business ownership considerations
user avatar
firm logo

Elijah H

Series 66

Lexington, SC

Thrivent Investment Management

Elijah Harris is a financial advisor with Thrivent Investment Management in Lexington, SC, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent Financial and its related entities since 2017. Prior to his financial career, he was involved with Sardis Baptist Church and Columbia International University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.

Business ownership considerations
user avatar
firm logo

Jennifer M

Series 66

Geneva, IL

Thrivent Investment Management

Jennifer Mcadams is a Series 66-registered advisor at Thrivent Investment Management with 11 years of industry experience. She has been with Thrivent Financial and its investment management arm since 2014. 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 analyses and offers planning engagements separate from managed-account services, with an emphasis on periodic reviews and client-driven implementation.

Business ownership considerations
user avatar
firm logo

Matthew S

Series 66

Aberdeen, SD

Thrivent Investment Management

Matthew Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing six years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2019. Outside of his advisory role, Scott participates in the worship band at Bethlehem Lutheran Church in Aberdeen, South Dakota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial topics. The firm delivers these services through a network of financial advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Jacob B

Series 66

Detroit, MI

Thrivent Investment Management

Jacob Baker is a Series 66 credentialed advisor with eight years of experience at Thrivent Investment Management. He previously worked at Cru for two years and currently serves as treasurer for the Rosedale Baseball League, a local little league organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based analyses across a broad range of planning topics without including implementation. The firm offers planning combined with managed-account programs under a consolidated billing option and does not accept discretionary trading authority for its Dedicated Planning Service.

Business ownership considerations
user avatar
firm logo

Jacob O

Series 63, Series 66

Geneva, IL

Thrivent Investment Management

Jacob Owens is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at IBM for six years. Owens has been with Thrivent Financial since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority.

Business ownership considerations
user avatar
firm logo

Christopher B

Series 66

Nampa, ID

Thrivent Investment Management

Christopher Badejo is a Series 66 licensed financial advisor with Thrivent Investment Management in Nampa, Idaho, and has three years of industry experience. He has been with Thrivent and its affiliated entities since 2017. Prior to his financial services career, he was involved with Awaken Church from 2014 to 2017. 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 analyses that cover a range of financial topics and allows clients to integrate planning with managed-account services under a unified billing option.

Business ownership considerations
user avatar
firm logo

David C

CFP®, Series 63, Series 65

Surprise, AZ

Thrivent Investment Management

David Coltom is a CFP® with 40 years of industry experience, currently serving at Thrivent Investment Management since 2004. He holds Series 63 and Series 65 registrations and is based in Surprise, Arizona. Coltom has a long tenure at Thrivent Financial for Lutherans and Thrivent Investment Management, Inc. 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 under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Business ownership considerations
user avatar
firm logo

Andria L

Series 66

Denver, CO

Thrivent Investment Management

Andria Lundquist is a financial advisor with Thrivent Investment Management in Denver, CO, holding a Series 66 credential and one year of industry experience. Her prior experience includes roles at State Farm, Charles Schwab & Co., Inc., and Johnson and Boge Insurance. Outside of her advisory work, she owns and operates Vending Empress LLC, managing four vending machines that sell retail non-food items. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a broad range of planning topics without discretionary portfolio management.

Business ownership considerations
user avatar
firm logo

Samuel C

Series 63, Series 66

Bellevue, WA

Thrivent Investment Management

Samuel Capps is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of advisory services, he holds a producer position at Mutual of Omaha related to insurance sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without direct implementation. The firm combines goal-based analyses with managed-account programs under a consolidated billing option but does not offer portfolio management for institutional clients.

Business ownership considerations
user avatar
firm logo

Matthew M

Series 66

Del Mar, CA

Thrivent Investment Management

Matthew Molstre is a financial advisor with Thrivent Investment Management in Del Mar, CA, holding a Series 66 registration and with 20 years of industry experience. He has been with Thrivent Financial and its investment management affiliate since 2003 and 2005, respectively. 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 and modeling tools covering diverse topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Logan T

Series 66

Chicago, IL

Thrivent Investment Management

Logan Todorovic is a financial advisor at Thrivent Investment Management in Chicago, IL, holding a Series 66 designation with three years of industry experience. His work history includes consecutive roles at Thrivent Financial and Thrivent Investment Management since 2023, as well as academic positions at the University of Illinois and University of Central Florida. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Business ownership considerations
user avatar
firm logo

Brett B

Series 66

Ishpeming, MI

Thrivent Investment Management

Brett Branstrom is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Prior to his advisory role, he spent four years at Northern Michigan University. 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, allowing clients to combine planning with managed-account programs while keeping the services separate.

Business ownership considerations
user avatar
firm logo

Tyler E

Series 63, Series 65

Sioux Falls, SD

Thrivent Investment Management

Tyler Erck is a financial advisor with Thrivent Investment Management in Sioux Falls, SD, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Thrivent since 2020 and has prior experience at Scheels, Farmers Business Network, and the University of South Dakota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, offering both one-time and ongoing planning engagements that cover a range of financial topics without including implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Mark R

Series 63, Series 66

Piqua, OH

Thrivent Investment Management

Mark Reedy is a financial advisor with Thrivent Investment Management in Piqua, Ohio, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a Zone Administrator for the Ohio District of Key Club International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based, holistic financial plans that cover a broad range of topics without including implementation. The firm allows clients to combine planning with managed-account services under a consolidated billing option but does not accept discretionary trading authority for its planning services.

Business ownership considerations
user avatar
firm logo

Emily B

Series 63, Series 65

Stevens Point, WI

Thrivent Investment Management

Emily Bouche is a financial advisor with Thrivent Investment Management in Stevens Point, WI, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has been with Thrivent Financial and its investment management affiliate since 2016. Outside of her advisory role, she serves on the board of Catapult, Inc., a nonprofit focused on church planting and missionary support, and provides business coaching on a referral basis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering comprehensive, goal-based financial plans without discretionary trading authority. The firm’s approach separates planning from managed-account services, providing clients with flexible options under a consolidated billing platform called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Jeremiah B

Series 63, Series 66

Alexandria, MN

Thrivent Investment Management

Jeremiah Burnham is a financial advisor with Thrivent Investment Management based in Alexandria, MN. He holds Series 63 and Series 66 designations and has two years of industry experience. Prior to his advisory role, he worked in education, including positions at Parkers Prairie Elementary and as a student teacher. 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 without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar
firm logo

Todd R

Series 66

Duluth, MN

Thrivent Investment Management

Todd Rengo is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Duluth, MN, with 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Rengo is the principal of Nordic Connection, LLC, a wholesale distributor and importer of Scandinavian giftware, and serves as an elected director on the Esko High School ISD #99 school board. 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 across a broad range of planning topics without discretionary portfolio management.

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”)