Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Spencer M
Series 66
Del Rio, TN
Thrivent Investment Management
Spencer Miller is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and currently based in Del Rio, Tennessee. He has one year of industry experience and joined Thrivent in 2026. Prior to his financial career, Spencer worked in the automotive industry and spent several years in full-time education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial topics. The firm offers planning and managed-account services separately, with periodic reviews and a consolidated billing option called “WealthPlan.”
Donald G
Series 66
Lawrenceville, GA
Thrivent Investment Management
Donald Goldsmith is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Goldsmith serves as a board member for Home Repairs Ministries, a nonprofit focused on providing safe and accessible homes to metro Atlanta homeowners at no cost. 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 planning that covers retirement, income tax, estate, business continuation, divorce, and special needs planning, without including implementation of recommendations.
Nolan B
Series 63, Series 66
Scottsdale, AZ
Thrivent Investment Management
Nolan Brooks is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2022. Prior to his current role, Nolan held various positions including roles at Sherwood Country Club and California Lutheran University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Bradley B
Series 63, Series 66
Dexter, MI
Thrivent Investment Management
Bradley Biggs is a financial advisor with Thrivent Investment Management based in Dexter, MI. He holds the Series 63 and Series 66 registrations and has four years of industry experience. Prior to his current role, he worked at firms including New York Life Insurance Co and NYLIFE Securities LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm offers planning as a one-time or ongoing engagement without discretionary trading authority and emphasizes comprehensive written recommendations across various financial topics.
Luke L
Series 66
Lafayette, IN
Thrivent Investment Management
Luke Lehe is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his advisory roles, he held positions at White Lodging and taught at Purdue University and Vincennes University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without implementing them. The firm integrates planning with managed-account services through its WealthPlan option, conducting periodic reviews while maintaining separate planning and portfolio management functions.
Chelsea S
Series 66
Blacksburg, SC
Thrivent Investment Management
Chelsea Stevens is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and two years of industry experience. Prior to joining Thrivent, she worked at The Vanguard Group and has engaged in content creation through vlogs, blogs, and podcasts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across a wide range of financial topics, with planning services separate from portfolio management.
Jaela L
Series 63, Series 65
Holland, MI
Thrivent Investment Management
Jaela Leenstra is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Gen-Wealth Partners, Inc., Third Coast Insurance, and Private Client Services. 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, combining planning with managed-account services under a consolidated billing option.
Andrew N
Series 63, Series 65
Franklin, NC
Thrivent Investment Management
Andrew Norton III is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Stanberry Insurance Inc, Credit Union Investment Services, Secu Brokerage Services, Secu Life Insurance Company, and State Employees' Credit Union. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers detailed, goal-based planning across various financial topics and allows clients to integrate planning with managed account services under a consolidated billing option called WealthPlan.
Andrew I
Series 66
Minneapolis, MN
Thrivent Investment Management
Andrew Ibeh is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Thrivent, he has held roles at Edward Jones, JPMorgan Chase Bank, and J.P. Morgan Securities. Outside of his advisory work, he has been involved with the Fellowship of Christian Athletes. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning that addresses a broad range of financial topics. The firm provides these planning services separately from portfolio management and allows clients to integrate planning with managed-account programs under a consolidated billing option.
Amy F
Series 66
Sharpsburg, MD
Thrivent Investment Management
Amy Forman is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2015. 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 planning across various topics, with options to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”
Zachary S
Series 66
Avilla, IN
Thrivent Investment Management
Zachary Schoeck is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 13 years of industry experience. He previously worked at Lincoln Financial Network for 11 years before joining Thrivent in 2024. Outside of his advisory work, he has roles as a delivery driver for several companies including DoorDash, Roadie, and Spark. 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 planning across a range of financial topics, with an option to combine planning with managed-account services under a consolidated billing program.
Anthony F
Series 63, Series 65
Coeur d'Alene, ID
Thrivent Investment Management
Anthony Frei is a financial advisor with Thrivent Investment Management in Coeur d'Alene, ID, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory work, he serves as an elder for a non-denominational church and is a board member of the Blood Center Foundation of the Inland Northwest. 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. Their services include various life event planning areas and offer a consolidated billing option called “WealthPlan” that separates planning from managed-account programs.
Gage G
Series 66
Minneapolis, MN
Thrivent Investment Management
Gage Gellner is a financial advisor at Thrivent Investment Management based in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, Gellner worked in the automotive industry and banking. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and offers options to combine planning with managed-account programs under consolidated billing.
Sara M
Series 66
Winter Park, FL
Thrivent Investment Management
Sara Meyer is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management 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 analyses and planning, with options to combine planning with managed accounts under a consolidated billing program called WealthPlan.
Zachary S
Series 66
Sheboygan, WI
Thrivent Investment Management
Zachary Slayton is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Sheboygan, WI. He has three years of experience at Thrivent and its affiliated firms. Prior to his financial advisory role, he held positions at Chick-fil-A and Colorado Golf Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based financial planning across a broad set of topics, offering services either on a one-time or ongoing basis without discretionary trading authority.
Bradley K
Series 63, Series 65
Wheaton, IL
Thrivent Investment Management
Bradley Kuehn is a financial advisor with Thrivent Investment Management in Wheaton, IL. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior work includes roles at Northern Trust and Pride Technology. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics without portfolio management or implementation of advice. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing system called WealthPlan.
Elijah T
Series 66
Camp Hill, PA
Thrivent Investment Management
Elijah Tuckey is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Evolution Financial Group and multiple positions at Millersville University and Pennwood Products. 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 plans addressing various topics without discretionary trading authority, and clients may combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Heidi H
Series 63, Series 66
Folsom, CA
Thrivent Investment Management
Heidi Hunter is a financial advisor at Thrivent Investment Management with 35 years of industry experience. She has held positions at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Hunter holds the Series 63 and Series 66 designations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm combines goal-based analyses with a managed-account program under a consolidated billing option while maintaining planning and portfolio management as separate services.
Braden M
Series 66
Batesville, AR
Thrivent Investment Management
Braden Mead is a financial advisor at Thrivent Investment Management with a Series 66 credential and three years of industry experience. His prior roles include positions at RTS Financial Service, Inc. and Bad Boy Inc, as well as a year at Lyon College. 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 a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Jeffrey B
Series 63, Series 65
Tomah, WI
Thrivent Investment Management
Jeffrey Brieske is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 65 designations. Prior to his advisory career, he spent over two decades working with the Tomah Area School District and currently serves as the head boys basketball coach there. Additionally, he works as a physical trainer for adult fitness classes at Eupraxia-Tomah. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based planning on topics such as retirement, taxes, estate, and special needs. The firm emphasizes holistic analyses and allows clients to combine planning with managed account services through a consolidated billing option, while maintaining separation between planning and portfolio management.
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