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William F
Series 66
Westlake, OH
Thrivent Investment Management
William Fecht is a financial advisor with Thrivent Investment Management in Westlake, OH, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial and its investment management division since 2008. 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 financial analyses and combines planning with managed-account programs under the WealthPlan billing option, while keeping planning and asset management services separate.
Ronald T
Series 66
Glendale, CA
Thrivent Investment Management
Ronald Thomas is a financial advisor with Thrivent Investment Management in Glendale, CA, holding a Series 66 designation and having one year of industry experience. Prior to entering the financial sector, he worked in the automotive and electronics industries with companies such as Toyota Motors North America, Faraday Future, and Samsung Electronics. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and written recommendations across various planning topics without discretionary trading authority. The firm combines planning services with managed-account options under a consolidated billing arrangement called “WealthPlan.”
Jessica D
Series 63, Series 66
Katy, TX
Thrivent Investment Management
Jessica Dail is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 63 and Series 66 designations and previously worked at PFS Investment Inc. and Primerica Financial Services. Outside of finance, she works as a substitute tutor providing English, reading, spelling, and writing support to K-12 students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without portfolio management or institutional advisory services.
Travis S
Series 66
Appleton, WI
Thrivent Investment Management
Travis Schumann is a financial advisor at Thrivent Investment Management in Appleton, WI, holding a Series 66 designation with six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2020. Prior to that, he was employed at Franchise World Headquarters, LLC for six 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, holistic analyses and enables clients to combine planning with managed-account programs under a consolidated billing arrangement called “WealthPlan.”
Joshua F
Series 66
Belmond, IA
Thrivent Investment Management
Joshua Faaborg is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he serves as the head football coach for the Belmond-Klemme School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various planning topics. The firm offers these services through a network of financial advisors without discretionary trading authority and emphasizes ongoing review and client engagement.
Michael I
Series 66
New Hope, MN
Thrivent Investment Management
Michael Isenberg is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work history includes roles at Insight Enterprises, Inc., Polaris, and Seven Interruptions, Inc. 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 analyses and written recommendations on a broad range of planning topics, delivered as either one-time or ongoing engagements.
Eric H
Series 63, Series 65
Saint John, IN
Thrivent Investment Management
Eric Himmel is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he is a past president and current board member of a Lions Club, an organization focused on community service and fostering civic and cultural welfare. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations on various planning topics without portfolio management or discretionary trading authority.
Amanda W
Series 66
Hudson, WI
Thrivent Investment Management
Amanda Wikstrom is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at 3M and PepsiCo's Frito-Lay division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a broad range of topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service structures.
Amy M
Series 66
Eagan, MN
Thrivent Investment Management
Amy Micke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Thrivent Financial since 2019, with prior roles at UBS Financial Services and Ameriprise Financial Services. 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 financial planning covering various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Heather S
Series 63, Series 66
Conroe, TX
Thrivent Investment Management
Heather Smith is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including LPL Financial and Kestra Financial Services. Outside of her advisory role, she has operated a design business and currently works as a delivery driver for DoorDash outside of her trading hours. 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 enables clients to integrate planning with managed-account programs while keeping services distinct.
Dillon R
Series 66
Columbus, NE
Thrivent Investment Management
Dillon Reinitz is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has prior work experience at Columbus Bank and Trust Company, Farmers Pride Cooperative, Corteva Agriscience, and the University of Missouri. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning engagements. The firm delivers holistic, goal-based analyses without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Matthew W
CFP®, Series 66
Puyallup, WA
Thrivent Investment Management
Matthew Weber is a CFP® with 19 years of industry experience and has been with Thrivent Investment Management and Thrivent Financial since 2016. He serves as the treasurer for Celebration Lutheran Church in Puyallup, WA, overseeing the church’s financial operations and budget. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses across diverse planning areas without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option while maintaining separate service structures.
Nathan S
Series 63, Series 65
Overland Park, KS
Thrivent Investment Management
Nathan Smith is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 24 years. Outside of his advisory role, he serves as Treasurer for the Papua New Guinea Mission Society, managing the organization’s financial records. 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 discretionary trading authority. The firm integrates planning with managed accounts through its WealthPlan option while maintaining separate services.
Michael S
Series 63, Series 66
Janesville, WI
Thrivent Investment Management
Michael Stade is a financial advisor with Thrivent Investment Management in Janesville, WI. He holds the Series 63 and Series 66 designations and has seven years of industry experience. Prior to his financial advisory career, he worked at Walgreens for eleven 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 focused on a broad range of financial topics, with clients able to combine planning services with managed accounts under a consolidated billing option called “WealthPlan.”
Ronald B
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Ronald Burkhalter is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Ameriprise and United Health Group. He has been with Thrivent and its affiliated entities since 2020. 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 and allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.
Michael G
Series 66
La Grange, TX
Thrivent Investment Management
Michael Gates is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previously operated an independent piano tuning and repair business. His prior work includes roles at Thrivent Financial, Crestone Wellness, La Scala Restaurant, and Curbside Coffee Shop. 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 addresses multiple financial topics, with options to combine planning and managed account services under a consolidated billing arrangement.
Benjamin K
Series 63, Series 65
Brentwood, TN
Thrivent Investment Management
Benjamin Kuhlman is a financial advisor at Thrivent Investment Management with two years of industry experience. His background includes roles at Wells Fargo Bank and Regions Bank, as well as seven years of service in the United States Marine Corps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various planning topics. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate service structures.
Trey O
Series 66
Butte, MT
Thrivent Investment Management
Trey Owens is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at Montana Resources and various local organizations in Butte, MT. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning across multiple topics without portfolio management for institutional clients.
Timothy B
Series 66
Greeley, CO
Thrivent Investment Management
Timothy Blandford is a financial advisor with Thrivent Investment Management in Greeley, Colorado, holding a Series 66 designation and having 25 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations on various financial topics and the option to combine planning with managed-account services under a consolidated billing program.
Sherri H
Series 66
Cleveland, WI
Thrivent Investment Management
Sherri Halverson is a financial advisor with Thrivent Investment Management based in Cleveland, WI. She holds a Series 66 designation and has 24 years of industry experience. Prior to joining Thrivent, she worked at Robert W Baird & Co, Inc for 17 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 analyses addressing a wide range of planning topics, and clients can combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
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