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Wendy M
Series 66
Tucson, AZ
Thrivent Investment Management
Wendy Miller is a financial advisor at Thrivent Investment Management in Tucson, AZ, with one year of industry experience. She holds a Series 66 designation and previously operated Miller Design for 14 years. From 2021 to 2024, she was involved with Gospel Rescue Mission. 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 financial topics and combines planning with managed-account programs under a consolidated billing option called "WealthPlan."
Sheri D
Series 63, Series 66
Bloomington, MN
Thrivent Investment Management
Sheri Deutz is a financial advisor with Thrivent Investment Management in Bloomington, MN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, income tax, estate, business continuation, divorce, and special needs without portfolio management or institutional advisory services.
Sophia P
Series 66
Lakeville, MN
Thrivent Investment Management
Sophia Pexa is a financial advisor at Thrivent Investment Management with three years of industry experience and a Series 66 designation. Her work history includes roles within Thrivent Financial, Starship LLC, and several other organizations across finance and education sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.
Ian K
Series 66
Eau Claire, WI
Thrivent Investment Management
Ian Kopp is a financial advisor with Thrivent Investment Management in Eau Claire, WI, holding a Series 66 designation and six years of industry experience. He previously worked at Citizens State Bank for ten years before joining Thrivent Financial and Thrivent Investment Management in 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on various financial topics without discretionary trading authority.
Jennifer G
Series 66
McKinney, TX
Thrivent Investment Management
Jennifer Gomez is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at Thrivent Investment Management and Thrivent Financial, where she has been since 2020. Prior to that, she worked at Ameriprise Financial Services and Hilltop Securities. 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 a range of topics and allows clients to combine planning with managed-account services while keeping the two service offerings separate.
Karl B
Series 63, Series 65
Minneapolis, MN
Thrivent Investment Management
Karl Bauch is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Thrivent since 2015. Outside of his advisory role, Karl owns Northern Bear Art, a sole proprietorship engaged in the production and sales of physical and electronic art, as well as photography and video services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial topics. The firm offers these planning services separately from managed accounts and conducts periodic reviews without discretionary trading authority.
Sophey S
Series 63, Series 65
Forest Lake, MN
Thrivent Investment Management
Sophey Stepanek is a financial advisor with Thrivent Investment Management in Forest Lake, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. She has worked with Thrivent Financial and its investment management division since 2020. Prior to her advisory career, she was employed at the University of Minnesota and Blaine High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.
Jerry D
Series 66
Gurnee, IL
Thrivent Investment Management
Jerry Doran is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he serves as a Ministry Leader for HIS Ministry, a men's group at St Mark Lutheran Church focused on Bible study and charitable fundraising. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a broad range of financial topics through a network of advisors. The firm emphasizes holistic, goal-based planning and separates its planning services from managed-account programs.
Ray W
Series 63, Series 65
Rocksprings, TX
Thrivent Investment Management
Ray Weiss is a financial advisor with Thrivent Investment Management in Rocksprings, TX, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Thrivent and its affiliated firm since 2002. Outside of his advisory role, Weiss serves on the boards of the Washington County Fair Association, the Baylor Scott & White Foundation in Brenham, and the Hospice Brazos Valley Foundation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary trading authority, and offers an option to combine planning with managed-account services through a consolidated billing program called WealthPlan.
Thomas H
Series 63, Series 65
Minneapolis, MN
Thrivent Investment Management
Thomas Horton is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 on a broad range of topics and enables clients to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”
Timothy B
Series 66
Findlay, OH
Thrivent Investment Management
Timothy Bracy is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002 and holds a Series 66 designation. 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 for institutional clients. The firm combines goal-based analyses with managed-account options under a consolidated billing structure while maintaining separate planning and investment services.
Robert D
Series 63, Series 65, Series 66
Alpharetta, GA
Thrivent Investment Management
Robert Dupree is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Thrivent in 2025, he worked at Morgan Stanley for three years and E*TRADE Securities 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 planning across a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Hannah M
Series 66
Jonesboro, AR
Thrivent Investment Management
Hannah Mc Ghee is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at Thrivent and its affiliate Barry Hesse - Thrivent since 2021. Prior to joining Thrivent, she held roles at Tyson Foods, GDH Consulting, Procter and Gamble, United Rentals, and Washington Regional. 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 planning covering various topics, with planning services kept separate from managed-account programs under a consolidated billing option called “WealthPlan.”
Christopher S
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Christopher Sanders is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 26 years of industry experience. He has been with Thrivent since 2011 and holds Series 63 and Series 66 designations. Outside of his advisory work, Sanders is a landscape photographer who contributes and sells his work through Getty, Adobe Stock, and direct consumer sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on a variety of planning topics. The firm’s services can be combined with managed-account programs under a consolidated billing option while keeping planning and portfolio management distinct.
Anna A
Series 66
White Sulphur Springs, MT
Thrivent Investment Management
Anna Allan is a Series 66 licensed financial advisor at Thrivent Investment Management with two years of industry experience. Her work history includes roles at Thrivent Financial and Thrivent Investment Management Inc, as well as experience in the hospitality and entertainment sectors through businesses such as Wild Oats Baking and Silver Spur Entertainment Co. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a broad range of financial planning topics. The firm offers a holistic, goal-based planning approach that can be integrated with managed-account programs under a consolidated billing option called “WealthPlan.”
George A
Series 66
Lancaster, CA
Thrivent Investment Management
George Andrews is a financial advisor with Thrivent Investment Management in Lancaster, CA, holding a Series 66 designation and 22 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Andrews serves as president of the Lancaster West Rotary Scholarship Foundation, which collaborates with the Antelope Valley College Foundation to award scholarships annually. 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 covering various financial topics and allows clients to integrate planning with managed-account services under a consolidated billing option.
Elizabeth T
Series 66
Louisville, KY
Thrivent Investment Management
Elizabeth Trotter is a financial advisor with Thrivent Investment Management in Louisville, KY, holding a Series 66 designation and seven years of industry experience. She has worked at Thrivent Financial since 2019 and previously at American Income Life and Humana. Trotter serves as president of Women in Networking, a group focused on professional networking, support, and business best practices for women. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive planning across various topics and the option to combine planning with managed accounts through a consolidated billing system.
Mark H
Series 66
Minneapolis, MN
Thrivent Investment Management
Mark Halstensgard is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has 13 years of industry experience, including over a decade at Thrivent Financial for Lutherans and Thrivent Investment Management. 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 and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.
Joshua S
Series 66
Peoria, IL
Thrivent Investment Management
Joshua Sutter is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, he worked for the City of Washington, Illinois, for eight years. He also serves as a part-time police officer. 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.
Christopher N
Series 66
Liberty Lake, WA
Thrivent Investment Management
Christopher Nurvic is a financial advisor with Thrivent Investment Management in Liberty Lake, WA, 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. Nurvic serves as a board member and treasurer for Cancer Can't, a nonprofit supporting people fighting cancer in the Inland Northwest. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses across a broad range of planning topics without discretionary trading authority. The firm integrates planning and managed-account services under a consolidated billing option called WealthPlan while maintaining these services separately.
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