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Katie R
Series 63, Series 66
Ames, IA
Thrivent Investment Management
Katie Regan is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously worked at Koerner Whipple Pharmacy from 2009 to 2017. 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 allows clients to combine planning with managed-account programs while keeping services separate.
Matthew H
Series 66
Ames, IA
Thrivent Investment Management
Matthew Heller is a financial advisor with Thrivent Investment Management in Ames, IA. He holds a Series 66 designation and has 16 years of industry experience. Heller has been with Thrivent Financial for Lutherans since 2010 and Thrivent Investment Management since 2009. 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 and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping services separate.
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