Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Kristina K
Series 63, Series 66
Saint Cloud, MN
Thrivent Investment Management
Kristina Kelm is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Stearns Bank N.A. and St Cloud Federal Credit Union. Outside of her advisory role, she serves as a board member for the Eden Valley Chamber and manages the financial aspects of her family’s farm operations, which include crop production and cattle raising. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic financial analyses without portfolio management or discretionary trading authority.
Kathleen N
Series 66
Gig Harbor, WA
Thrivent Investment Management
Kathleen North is a Series 66-licensed financial advisor with Thrivent Investment Management in Gig Harbor, WA, where she has worked since 2007. She has 18 years of industry experience. Outside of her advisory role, she co-owns a rental property with her spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial planning topics. The firm separates planning from portfolio management and does not accept discretionary trading authority for its planning services.
Trevor P
Series 66
Longmont, CO
Thrivent Investment Management
Trevor Petty is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and recent industry experience beginning in 2025. Prior to joining Thrivent, he served on the board of Colorado Christian Campus Ministries for over a decade and currently serves on the boards of Future of Faith and a local condominium association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary portfolio management.
Ignacio B
Series 66
Irvine, CA
Thrivent Investment Management
Ignacio Brache is a Series 66-credentialed financial advisor with seven years of experience at Thrivent Investment Management. He has worked at Thrivent Financial and Thrivent Investment Management since 2019. Outside of his advisory role, he coaches high school, college, and professional kickers and punters, and serves as president of Brache Bread, a nonprofit that funds mission trips for students and adults. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning without implementing those recommendations. The firm combines holistic, goal-based analyses with optional managed-account programs while maintaining advisory and planning services separately.
Carly M
Series 63, Series 65
Verona, WI
Thrivent Investment Management
Carly Mc Cormick is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to her current role, she worked at Athletes In Action and has been with Thrivent since 2017. Outside of her advisory work, she operates a general photography business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts under a consolidated billing option called “WealthPlan.”
Keith D
Series 63, Series 65
Batesville, AR
Thrivent Investment Management
Keith Davis is a financial advisor with Thrivent Investment Management in Batesville, Arkansas, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he is involved in a small family-operated cattle grazing business and serves as a member of the Independence County 4-H Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and integrates planning with managed-account services under a consolidated billing system.
John F
Series 63, Series 65
Downers Grove, IL
Thrivent Investment Management
John Furjanic is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at JP Morgan Securities and Foresters Equity Services. He serves as the recording secretary for Rotary One Chicago, an organization focused on community service projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers the option to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”
Amy W
Series 63, Series 66
Elkhorn, NE
Thrivent Investment Management
Amy Weidner is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She has been with Thrivent since 2012 and holds Series 63 and Series 66 designations. 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 that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.
Frederick A
Series 66
Anaheim, CA
Thrivent Investment Management
Frederick Allen III is a financial advisor at Thrivent Investment Management based in Anaheim, CA, holding a Series 66 designation with three years of industry experience. His work history includes multiple roles within Thrivent Financial and Thrivent Investment Management since 2022, as well as prior experience at Allen Tire Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning across a range of topics without discretionary trading authority. The firm offers consolidated planning and managed-account services through its “WealthPlan” option.
Autumn K
Series 66
Helena, MT
Thrivent Investment Management
Autumn Keller is a financial advisor with Thrivent Investment Management in Helena, MT. She holds the Series 66 designation and has 13 years of industry experience, including 11 years at THRIVENT Financial. Outside of her advisory role, Keller serves as a board member for Promise 686 Montana, a ministry focused on supporting children and families through church-based initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial topics without discretionary trading authority. The firm integrates planning with managed-account solutions under a consolidated billing option called “WealthPlan.”
Robert T
Series 63, Series 66
Bellevue, WA
Thrivent Investment Management
Robert Taylor is a financial advisor at Thrivent Investment Management in Bellevue, WA. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2025. Prior to joining Thrivent, Taylor worked in various roles including at Taylor Tech and Bridge Locations, and has experience with entrepreneurial ventures such as Elite Editing / Elite Authors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial analyses and written recommendations across multiple planning areas. The firm’s services focus on planning without discretionary portfolio management, allowing clients to integrate planning with managed accounts under a consolidated billing option.
Brandon S
Series 66
Le Mars, IA
Thrivent Investment Management
Brandon Schaecher is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with Thrivent Investment Management. His background includes roles at Thrivent Financial and self-employment experience prior to joining his current firm. Outside of finance, he is a head girls basketball coach at Gehlen Catholic High School and operates a crop farming business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account options through its WealthPlan service while maintaining planning and investment management as separate engagements.
Clark K
Series 63, Series 66
Glendale, AZ
Thrivent Investment Management
Clark Krueger is a financial advisor with Thrivent Investment Management in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Krueger performs as a freelance musician for occasional events and church services, as well as with the Extreme Decibel Big Band. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning areas without discretionary portfolio management. The firm offers a combination of holistic, goal-based planning and managed-account services through a consolidated billing option called WealthPlan.
Martin W
Series 63, Series 66
Washington, IA
Thrivent Investment Management
Martin Westen is a financial advisor with Thrivent Investment Management in Washington, IA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Westen serves as Membership Director for the Vintage Karting Association, an organization focused on preserving vintage go-karting and hosting related events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a 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 oversight of these services.
Mark O
Series 66
Shakopee, MN
Thrivent Investment Management
Mark Ohlmann is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2006. He has 20 years of industry experience. Outside of his advisory role, he is involved in managing several rental properties with family members. 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 planning focused on topics such as retirement, tax, estate, and special needs planning, separate from portfolio management or institutional advisory services.
Broadus L
Series 65, Series 66
Moscow, ID
Thrivent Investment Management
Broadus Littlejohn III is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 66 credentials and bringing 16 years of industry experience. He worked at Covenant Investment Advisors, LLC from 2008 to 2020 before joining Thrivent Financial and Thrivent Investment Management in 2020. Outside of his advisory role, he serves as a board member for the Davenant Institute, a nonprofit focused on classical Protestant scholarship. 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 integrates planning with managed-account services under a consolidated billing option while maintaining these services as separate engagements.
David L
Series 66
Shoreline, WA
Thrivent Investment Management
David Lund is a financial advisor with Thrivent Investment Management in Shoreline, WA, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Lund teaches German on weekends and seasonally, including preparing students for the Deutsches Sprachdiplom and AP German exams. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic goal-based analyses and written recommendations across a broad range of planning topics without discretionary trading authority.
Steven J
Series 66
Grand Junction, CO
Thrivent Investment Management
Steven Johnson is a Series 66 licensed advisor with Thrivent Investment Management in Grand Junction, CO. He has been with Thrivent and its affiliates since 2025. Prior to his current role, he was involved in other business ventures including Naturals2go from 2023 to 2025. 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 without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.
Brent V
Series 66
Lake Elmo, MN
Thrivent Investment Management
Brent Van Beusekom is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked at The North Church for four years. Outside of his advisory role, he serves as a substitute teacher in the Anoka Hennepin School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering both one-time and ongoing planning engagements focused on a broad range of topics without managing client portfolios directly.
Taylor K
Series 66
Chesterfield, MI
Thrivent Investment Management
Taylor King is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, King worked at the Department of Defense and has a background that includes roles at Lucianos and Aloia & Associates. Outside of advisory work, King is the CEO and founder of Naturally King LLC, a business that sells all-natural skincare products through local vendor shows. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written, holistic financial planning that covers a broad range of topics but does not include implementation of recommendations. The firm’s approach combines planning with managed-account programs under a consolidated billing option while maintaining separate service functions.
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