Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jamie H
Series 63, Series 66
Appleton, WI
Thrivent Investment Management
Jamie Hanuszczak is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Thrivent and its related entities since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and comprehensive written recommendations on various financial topics. The firm combines planning with managed-account services under a consolidated billing option called “WealthPlan” while maintaining separate planning and investment management functions.
Ramiro P
Series 66
West Bend, WI
Thrivent Investment Management
Ramiro Paz is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2015. Outside of his advisory role, Paz serves on various nonprofit boards, including the Volunteer Center of Washington County and the Kettle Moraine YMCA, and participates in local community activities such as election poll working. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach focuses on holistic, goal-based analyses covering retirement, tax, estate, and other planning topics, offering planning services separately from managed-account programs.
James W
Series 63, Series 66
Sterling, CO
Thrivent Investment Management
James Wright is a financial advisor with Thrivent Investment Management in Sterling, Colorado. He holds Series 63 and Series 66 designations and has 34 years of industry experience. Wright has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves as chairman of the NECO Hispanic Ministry Organization and assists with farming activities at Johnson Farms. 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 addressing various financial topics, with clients able to combine planning with managed-account programs under consolidated billing while maintaining separate service structures.
Alaina S
Series 66
Devils Lake, ND
Thrivent Investment Management
Alaina Schmid is a Series 66-registered financial advisor with Thrivent Investment Management, based in Devils Lake, ND. She has six years of industry experience, including roles at Thrivent Financial and prior work at Lake Region State College. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial topics. The firm combines holistic, goal-based analyses with options for managed-account programs, while maintaining separate planning and portfolio management services.
Jesse D
Series 66
Fort Collins, CO
Thrivent Investment Management
Jesse Doke is a financial advisor with Thrivent Investment Management in Fort Collins, Colorado. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Elevated Estates and TW Retirement Strategies, as well as work related to Colorado State University. 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 covering a wide range of planning topics, offering these services either as a one-time or ongoing engagement without discretionary trading authority.
Zachary D
Series 66
Newton, IA
Thrivent Investment Management
Zachary Daly is a financial advisor with Thrivent Investment Management based in Newton, IA. He holds the Series 66 designation and has recently entered the industry with experience beginning in 2024. Prior to his current role, he worked in insurance services and held various positions outside of finance. Daly is also the owner of a DJ and event entertainment business called CatSmile Entertainment and serves as a Notary Public. 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 emphasizes holistic planning across a range of topics and offers clients the option to combine planning with managed-account programs under a consolidated billing structure.
Jordan D
Series 66
Minneapolis, MN
Thrivent Investment Management
Jordan Dongell is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and previously worked at Kopka Pinkus Dolin PC and Boehl Stopher & Graves. Outside of his advisory role, he serves on the boards of FIRST ALLIANCE CHURCH and Isaiah House, a Christian addiction-recovery treatment organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on comprehensive, goal-based planning without discretionary trading authority or institutional portfolio management.
Garrison T
Series 66
Eldora, IA
Thrivent Investment Management
Garrison Tripp is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Thrivent, he has experience working in various roles including at Rydell Chevrolet, Pullman Bar and Diner, and Hardin County Engineer's Office. Outside of finance, he has been involved in his family’s agricultural business, Tripp Farms, where he performed general farm duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of financial advisors. The firm offers goal-based financial planning without portfolio management for institutional clients, focusing on comprehensive planning across multiple topics with regular reviews.
Aiden H
Series 66
Mandan, ND
Thrivent Investment Management
Aiden Hoff is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at Gate City Bank, NISC, and education-focused positions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.
Nathan L
Series 66
Rochester, MN
Thrivent Investment Management
Nathan Larson is a financial advisor at Thrivent Investment Management in Rochester, MN, holding a Series 66 designation. He began his advisory career in 2024 after prior roles at Ameriprise, Label Works (Taylor Corporation), and Home Depot. 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 without implementation. The firm’s approach includes combining planning with managed-account programs under consolidated billing while maintaining separate planning and portfolio management services.
Corey C
CFP®, Series 63, Series 66
Seattle, WA
Thrivent Investment Management
Corey Cox is a CFP® professional with 28 years of industry experience, currently serving at Thrivent Investment Management in Seattle, WA. He has been with Thrivent Financial for Lutherans and its investment management division since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers holistic, goal-based planning covering a range of financial topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.
Krista K
Series 66
Wausau, WI
Thrivent Investment Management
Krista Karow is a financial advisor with Thrivent Investment Management in Wausau, WI, holding a Series 66 license and 18 years of industry experience. Her career includes roles at Thrivent Financial, LPL Financial, and CUNA Brokerage Services. Outside of her advisory work, she serves as Membership Chair for the After-Hours Rotary Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers a planning approach that can be combined with managed account services under a consolidated billing option.
Jamia E
Series 63, Series 65
Minneapolis, MN
Thrivent Investment Management
Jamia Erickson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Thrivent since 2016. Outside of advising, Erickson provides modeling services and participates in a community steering committee focused on health education within the African-American community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm integrates planning with managed accounts under its WealthPlan option, while maintaining separate planning and investment management services.
Dakota A
Series 66
San Diego, CA
Thrivent Investment Management
Dakota Atchley is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Prior to his financial services career, he was involved in roles at DXC Technology, MetLife Investors Distribution Company, Spiritoux Wine & Liquor, Total Quality Logistics, and Brock Entertainment. Beginning in 2025, he plans to engage in freelance music production, including producing, songwriting, marketing, and music development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning in areas such as retirement, tax, estate, and business continuation without discretionary portfolio management.
Tj A
Series 66
Bettendorf, IA
Thrivent Investment Management
Tj Arons is a Series 66-licensed financial advisor with Thrivent Investment Management in Bettendorf, Iowa. He has been with Thrivent Financial and its affiliated entities since 2023, including prior experience associated with the University of Iowa. 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 offers integrated planning and managed-account services through its WealthPlan option while maintaining separate advisory roles.
Kathleen B
Series 63, Series 65
Dodgeville, WI
Thrivent Investment Management
Kathleen Bramlett is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory work, Bramlett serves as president of the board for Community Connections Free Clinic, a volunteer-run medical clinic for uninsured and underinsured individuals, where she also volunteers as a translator and assists with fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a range of financial topics without including implementation. The firm separates its planning services from managed accounts and emphasizes periodic reviews conducted by its network of financial advisors.
Steven S
Series 66
Cedarburg, WI
Thrivent Investment Management
Steven Sievers is a financial advisor with Thrivent Investment Management in Cedarburg, WI, holding a Series 66 designation and 14 years of industry experience. He has worked with Thrivent since 2012 and Thrivent Financial for Lutherans since 2013. Outside of his advisory role, Sievers serves on the board of directors for the Badgerland Waterski Show Team, a recreational waterski show group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers services such as retirement, tax, estate, and special needs planning through a network of financial advisors.
Curtis L
Series 66
Rockledge, FL
Thrivent Investment Management
Curtis Lanoue is a financial advisor at Thrivent Investment Management with seven years of industry experience and holds the Series 66 credential. He has worked at Thrivent and its affiliated entities since 2014 and has additional experience with The Brevard Group. Outside of his advisory role, he serves as a parish musician at St. Luke's Episcopal Church and is an author of music and religion-related books, as well as an umpire for amateur baseball games. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers comprehensive written recommendations across various planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option.
Argam A
Series 63, Series 66
Glendale, CA
Thrivent Investment Management
Argam Aghazarian is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2018, following prior roles at Eagle Strategies and New York Life. 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, and offers its services on both a one-time and ongoing basis.
Matthew G
Series 63, Series 65
Shubert, NE
Thrivent Investment Management
Matthew Gall is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Weitz Securities, Ceros Financial Services, Flexible Plan Investments, Pacific Life Insurance Company, and Primerica Financial Services. Outside of his advisory role, Gall serves as a Troop Master and board member for the Auburn chapter of Trail Life USA, a Christian-based scouting organization. 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 planning without discretionary trading authority. The firm offers clients a combination of planning and managed-account services under a consolidated billing option called “WealthPlan.”
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters