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Alan I
Series 63, Series 65
Alexandria, MN
Thrivent Investment Management
Alan Iverson is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for nearly two decades at Anderson Funeral Home as a funeral director. In addition to his advisory role, Iverson is involved with Memory Share, a video streaming company serving funeral homes by providing livestream and recording services. 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, combining these plans with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.
Jeremiah B
Series 63, Series 66
Alexandria, MN
Thrivent Investment Management
Jeremiah Burnham is a financial advisor with Thrivent Investment Management based in Alexandria, MN. He holds Series 63 and Series 66 designations and has two years of industry experience. Prior to his advisory role, he worked in education, including positions at Parkers Prairie Elementary and as a student teacher. 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 without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option called WealthPlan.
Theodore H
Series 63, Series 66
Alexandria, MN
Thrivent Investment Management
Theodore Haar is a financial advisor at Thrivent Investment Management with 39 years of industry experience. He has worked at Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of advising, he is involved in developing a movie script based on the life of WWII military chaplain Delbert Kuehl. 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 allows clients to combine planning with managed-account programs under consolidated billing, while maintaining separate services.
Julie A
Series 66
Alexandria, MN
Thrivent Investment Management
Julie Anderson is a financial advisor with Thrivent Investment Management in Alexandria, MN, holding a Series 66 designation and two years of industry experience. Her background includes roles at Thrivent Financial and Glacial Ridge Health System. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs under its WealthPlan option while maintaining separate service structures.
Paul A
Series 66
Alexandria, MN
Thrivent Investment Management
Paul Amundson is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is a partial owner of Blue Sunset, LLC, a partnership involved in a Nautical Bowls franchise in Naperville, Illinois. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm emphasizes comprehensive written recommendations across a broad range of planning topics and offers clients the option to combine planning with managed-account services through a consolidated billing system.
Timothy U
Series 63, Series 66
Alexandria, MN
Thrivent Investment Management
Timothy Urness is a financial advisor with Thrivent Investment Management in Alexandria, MN, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and Thrivent Investment Management since 2012. Outside of his advisory work, he serves as the public address announcer for his local high school girls soccer games. 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 both one-time and ongoing planning engagements, with the option to combine planning with managed-account services under a consolidated billing arrangement.
John S
Series 66
Alexandria, MN
Thrivent Investment Management
John Severson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Investment Management since 2013 and Thrivent Financial for Lutherans since 2014. Outside of his advisory role, Severson serves as a board member for Dollars for Scholars in Alexandria, Minnesota, and is the president of the Century Center Association, a local business owners’ building association. He is also involved in managing a family cabin rental. 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 across a wide range of topics, with an option to combine planning with managed accounts under a consolidated billing structure, while maintaining separation between planning and asset management services.
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