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Jeffrey D
Series 66
33895 Skyview Ridge, MN
Thrivent Investment Management
Jeffrey Dahlseid is a Financial Advisor with Thrivent Investment Management and holds a Series 66 designation. He has been with Thrivent and its affiliated entities since 2024 and previously spent 23 years at Gustavus Adolphus College, where he currently maintains a research professor role focused on collaborating with undergraduate students and completing academic research. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority, and combines planning with managed-account options under consolidated billing.
Colton L
Series 66
Spokane, WA
Thrivent Investment Management
Colton Looney is a financial advisor with Thrivent Investment Management in Spokane, WA. He holds a Series 66 designation and has been with Thrivent since 2025. Prior to joining the firm, he was not employed in the industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning that addresses topics such as retirement, tax, estate, and business continuation. The firm allows clients to integrate planning with managed-account programs while keeping services separate and conducts periodic reviews of recommendations.
Dante V
Series 63, Series 66
Waukesha, WI
Thrivent Investment Management
Dante Vogel is a financial advisor with Thrivent Investment Management in Waukesha, WI, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining Thrivent in 2018, he worked at University Prep Schools for three years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses across a range of topics without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option called WealthPlan, maintaining a separation between planning and portfolio management services.
Kimberly F
Series 63, Series 65
Bradenton, FL
Thrivent Investment Management
Kimberly Frye is a financial advisor with Thrivent Investment Management in Bradenton, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. 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 under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.
Brad B
Series 63, Series 66
Salisbury, NC
Thrivent Investment Management
Brad Brady is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with Thrivent and its affiliated entities since 2005. Outside of his advisory role, Brady serves on the board of the Rowan Medical Foundation, which supports community involvement and fundraising for Novant Medical Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm’s approach includes holistic analyses and a consolidated billing option called “WealthPlan” that integrates planning with managed accounts while keeping the services distinct.
Alyssa H
Series 66
Sioux City, IA
Thrivent Investment Management
Alyssa Henneman is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has been with Thrivent and its related entities since 2017. Prior to her advisory career, she worked at Westendorf Manufacturing for two years. 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 and allows clients to combine planning with managed-account services under a consolidated billing arrangement.
Ryan M
Series 66
Lockport, IL
Thrivent Investment Management
Ryan Mitchell is a Series 66-credentialed advisor with Thrivent Investment Management, where he has worked since 2020. He has five years of industry experience and previously spent seven years with Buona Beef LLC. Mitchell serves as a board member of the Tinley Park Chamber of Commerce and chairs a committee for the Boy Scouts of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based planning on topics such as retirement, income tax, estate, and special needs planning, with reviews typically conducted annually and financial advisors responsible for plan delivery and updates.
Jake M
Series 66
Vernon, CT
Thrivent Investment Management
Jake Meza Hernandez is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent Financial since 2024 and previously held roles at Voya Financial Partners, RBC Capital Markets, and TD Bank. 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 and managed-account programs, focusing on comprehensive financial analyses without discretionary trading authority.
Mark B
Series 63, Series 66
Hiawatha, IA
Thrivent Investment Management
Mark Beckman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. In addition to his advisory role, Beckman works as an independent agent offering Medicare Supplement, Medicare Advantage, and Prescription Drug plans in Iowa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. The firm offers ongoing or one-time planning engagements that cover a wide range of financial topics and integrates these plans with managed-account programs under a consolidated billing option.
Raymond B
Series 66
Englewood, CO
Thrivent Investment Management
Raymond Bickner is a Series 66-licensed financial advisor with 20 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management, where he has worked since 2006. He is based in Englewood, Colorado. 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 covering various planning topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Peter E
Series 66
Federal Way, WA
Thrivent Investment Management
Peter Elliott is a financial advisor with Thrivent Investment Management in Federal Way, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, Elliott was involved with Resurrection Church for seven years and worked at Settrax for four 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 planning covering topics such as retirement, tax, estate, and business continuation, with services delivered on a one-time or ongoing basis.
Keith S
Series 63, Series 65, Series 66
Lakewood, CO
Thrivent Investment Management
Keith Stechmesser is a financial advisor with Thrivent Investment Management, holding Series 63, Series 65, and Series 66 credentials and 35 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. 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 in areas such as retirement, tax, estate, and business continuation, with the option to combine planning with managed accounts under a consolidated billing arrangement called “WealthPlan.”
Torie Y
Series 63, Series 66
Spring Brook Twn, PA
Thrivent Investment Management
Torie Yoder is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Thrivent Financial for Lutherans since 1996 and Thrivent Investment Management since 2005. Outside of her advisory role, she is involved in maintaining a residential rental property. 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 approach while maintaining separate services.
Anmin H
Series 66
Chicago, IL
Thrivent Investment Management
Anmin Hui is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to joining Thrivent, Hui held academic and research roles at institutions including Loyola University of Chicago, the University of Chicago, and the Baumhart Center for Social Enterprise and Responsibility. Hui is also the founder of SCC Empowerment Collective, a nonprofit organization that organizes community engagement summer programs for youth, and has entrepreneurial involvement in kitchen tool development. 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 integrates planning with managed-account programs while maintaining separate service structures.
Jose H
Series 63, Series 66
Omaha, NE
Thrivent Investment Management
Jose Hernandez is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Charles Schwab, TD Ameritrade, Flint Hills Resources, Charter Communications, and Professional Surveys of Pinellas. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary trading authority. The firm supports both one-time and ongoing planning engagements and integrates planning with managed-account services through its WealthPlan consolidated billing option.
Michael R
Series 66
Fletcher, NC
Thrivent Investment Management
Michael Raymond is a Series 66 credentialed financial advisor with seven years of industry experience. He has been with Thrivent Investment Management since 2018. Outside of his advisory role, he serves on the boards of the UNC Asheville Alumni Association and UNC Asheville Foundation, and is a board member of House Beautiful Retreats, a Christian retreat and study center. 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 the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”
Andrew R
Series 66
Saint Louis, MO
Thrivent Investment Management
Andrew Reinitz is a Financial Advisor with Thrivent Investment Management in Saint Louis, MO, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Spectrum Enterprise, Panasonic Mobility Solutions, and AT&T Global Business. Outside of his advisory work, he serves as a Talent Scout Manager for College Sport Recruiter, a platform that connects high school student athletes with college coaches. 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 financial planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Justin S
Series 66
Menasha, WI
Thrivent Investment Management
Justin Sonnentag is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has previous work experience that includes roles at Trustmark Voluntary Benefits and Holbrook Court Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning across various financial topics without managing assets directly. The firm’s approach allows clients to integrate planning with managed-account programs under consolidated billing while maintaining separate services.
Jerrad R
Series 66
Green Bay, WI
Thrivent Investment Management
Jerrad Radocay is a Series 66-licensed financial advisor with Thrivent Investment Management in Green Bay, WI, where he has worked since 2018. He has seven years of industry experience and previously held roles with the Green Bay Packers and the Wisconsin Timber Rattlers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning that can be engaged on a one-time or ongoing basis. The firm’s approach separates planning from managed accounts and emphasizes holistic analysis without discretionary trading authority for its planning service.
Scott W
Series 66
Valley City, ND
Thrivent Investment Management
Scott Wilmes is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Wilmes serves as a board member of the Valley City High School Booster Club, which supports local high school athletics through fundraising and donation decisions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without portfolio management or discretionary trading authority. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.
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