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Andrew R

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Andrew Ryan is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, offering one-time or ongoing planning relationships focused on topics such as retirement, tax, estate, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

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Tracy M

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Tracy Malsavage is a financial advisor at Thrivent Investment Management with 28 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory role, she works as a sales consultant for Norwex, a company specializing in environmentally friendly cleaning products. 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 planning without discretionary trading authority.

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Melissa R

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Melissa Raspotnik is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 66 licenses and is based in Appleton, WI. Her career at Thrivent spans various roles since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses across a wide range of financial topics. The firm emphasizes planning without discretionary trading authority and integrates planning with managed-account services through its WealthPlan option.

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Heather B

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Heather Bytof is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Thrivent Financial and its affiliated entities since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans that cover a broad range of topics without portfolio management or institutional advisory services.

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Greg R

Series 66, Series 63

Appleton, WI

Thrivent Investment Management

Greg Romanowski is a financial advisor at Thrivent Investment Management in Appleton, WI, holding Series 66 and Series 63 designations with 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he performs stand-up comedy on a freelance basis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses covering topics such as retirement, tax, estate, and special needs planning. The firm combines planning with managed-account services under a consolidated billing option called “WealthPlan” while maintaining separate service structures.

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Shawn M

Series 66, Series 63

Appleton, WI

Thrivent Investment Management

Shawn Murphy is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having four years of industry experience. His work history includes roles at Thrivent Financial and Bare Bones Brewery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority or institutional portfolio management.

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Carmen B

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Carmen Buss is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. She has been with Thrivent and its related entity, Thrivent Financial for Lutherans, since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed-account services through a consolidated billing option, maintaining separate planning and portfolio management functions.

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Cody F

Series 66

Appleton, WI

Thrivent Investment Management

Cody Floeter is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has been with Thrivent and its predecessor entities since 2006 and holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

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Erika S

Series 66

Appleton, WI

Thrivent Investment Management

Erika Scheibe is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 designation and three years of industry experience. She has been with Thrivent Investment Management since 2022 and previously worked at AT&T from 2013 to 2021. 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 allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

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Daniel L

Series 63, Series 65

Appleton, WI

Thrivent Investment Management

Daniel Lambert is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Thrivent Investment Management and its predecessor entity since 2002, including his current tenure beginning in 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and asset management services separate.

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Ross R

Series 63, Series 65

Appleton, WI

Thrivent Investment Management

Ross Ritchie is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Thrivent since 2012 in various capacities, including roles at Thrivent Distributors LLC and Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. Their approach includes holistic, goal-based analyses and written recommendations across multiple financial planning topics, offered through a network of advisors without discretionary trading authority.

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Mark L

Series 66

Appleton, WI

Thrivent Investment Management

Mark Lampereur is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Provisions Wealth Planners. Outside of his advisory work, he operates an eBay store specializing in vintage outboard, boat, and snowmobile parts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing broad financial planning on topics such as retirement, tax, estate, and business continuation without portfolio management or implementation of recommendations.

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Susan P

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Susan Powell is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Thrivent and its affiliated firms since 2015. Outside of her advisory role, she works as a delivery driver for packages and groceries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across multiple financial areas. The firm offers integrated planning and managed-account solutions without discretionary trading authority for its planning services.

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Stacy D

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Stacy Dobberstein is a financial advisor at Thrivent Investment Management in Appleton, WI, with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes roles at Thrivent Financial and Celebration Lutheran Schools. 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 combined with a managed-account program under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.

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Janelle F

CFP®, ChFC®, Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Janelle Fuhrmann is a financial advisor at Thrivent Investment Management with 39 years of industry experience. She holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. Fuhrmann has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations on a broad range of planning topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its Dedicated Planning Service.

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James E

Series 66

Appleton, WI

Thrivent Investment Management

James Ebben is a Series 66-credentialed advisor with Thrivent Investment Management, where he has worked since 2008. He has 17 years of industry experience and has also been with Thrivent Financial for Lutherans since 2000. Outside of his advisory role, he participates in car racing during the summer months. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based analyses addressing various planning topics and provides ongoing or one-time advisory relationships without discretionary trading authority.

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Kari H

Series 66

Appleton, WI

Thrivent Investment Management

Kari Hartjes is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 credential and six years of industry experience. She has worked at Thrivent Financial and Edward Jones during her career, with multiple roles at Thrivent since 2017. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across various planning topics. The firm’s approach separates planning from portfolio management and allows clients to integrate planning with managed accounts through a consolidated billing option called “WealthPlan.”

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Nathan L

Series 66

Appleton, WI

Thrivent Investment Management

Nathan Lacoursiere is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Thrivent Financial. Outside of his advisory role, he operates an Etsy shop that produces and sells 3D printed miniatures for tabletop 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 a range of planning topics and integrates planning with managed-account programs under a consolidated billing option.

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Bethany F

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Bethany Fischer is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Thrivent Investment Management Company since 2020 and was previously with Thrivent Investment Management Inc. from 2014 to 2019, maintaining a continuous relationship with Thrivent Financial for Lutherans since 2013. 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 without discretionary trading authority, allowing clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

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Bart M

Series 63, Series 65

Appleton, WI

Thrivent Investment Management

Bart Malcomson is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent and its affiliated entities since 2005. 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 plans and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management functions.

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Elizabeth S

Series 66

Appleton, WI

Thrivent Investment Management

Elizabeth Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. She has worked at Thrivent since 2021 and has prior experience with Packerland Brokerage Services Inc and Brian Vandehey Insurance & Financial Planning. Outside of her advisory role, she is an independent distributor for Young Living, a company specializing in essential oils and natural products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed-account programs while keeping these services separate and does not provide portfolio management for institutional clients.

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Roy O

Series 66, Series 63

Appleton, WI

Thrivent Investment Management

Roy Olson III is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. He has worked at Thrivent Financial and its predecessor entities since 2008, with a one-year employment gap in 2018-2019. 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 on various financial topics without including implementation of recommendations.

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Benjamin W

Series 66

Appleton, WI

Thrivent Investment Management

Benjamin Wagner is a Series 66-credentialed financial advisor at Thrivent Investment Management with 18 years of industry experience. He has worked at Thrivent Investment Management and Thrivent Financial For Lutherans since 2011. 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 under a consolidated billing option called WealthPlan, while keeping planning and managed-account services separate.

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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.”

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Paul G

Series 63, Series 65

Appleton, WI

Thrivent Investment Management

Paul Gigot is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Thrivent Investment Management since 2011 and has worked with Thrivent Financial for Lutherans since 2008. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses covering a broad range of planning topics and provides an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

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Jody B

Series 63, Series 65

Appleton, WI

Thrivent Investment Management

Jody Bancroft is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Bancroft has been with Thrivent and its affiliated entities since 2002, including Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without implementation services. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management services.

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Alissa O

Series 65, Series 63

Appleton, WI

Thrivent Investment Management

Alissa Oskey is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. She has been with Thrivent since 2017 and previously worked at SII Investments. Outside of her advisory role, Oskey has held various positions including cashier, delivery driver, and alterations specialist. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic financial analyses without discretionary trading authority. The firm offers planning services covering a broad range of topics and allows clients to integrate planning with managed accounts under its WealthPlan option.

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Dena S

Series 66

Appleton, WI

Thrivent Investment Management

Dena Saylor is a financial advisor at Thrivent Investment Management with 23 years of industry experience. She has held her current role since 2003 and holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive planning across various financial topics, combining goal-based analyses with optional managed-account programs, while maintaining separate planning and investment management services.

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Brian H

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Brian Hoppe is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Thrivent and its related entities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on various financial topics through a network of Financial Advisors. The firm emphasizes holistic, goal-based planning and maintains a separation between planning services and managed-account programs.

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Nicole S

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Nicole Schreiber is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked continuously with Thrivent and its affiliated entities since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning without discretionary trading authority. The firm emphasizes comprehensive, written recommendations across various financial topics and offers integrated planning with managed-account services through its WealthPlan billing option.

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Christopher H

Series 63, Series 65

Appleton, WI

Thrivent Investment Management

Christopher Howard is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002 and has been affiliated with Mountain Bay since 1997. 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 covering various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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Rachael S

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Rachael Sturm is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Thrivent and its affiliates since 2006. 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 including implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management services.

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Lisa N

Series 66

Appleton, WI

Thrivent Investment Management

Lisa Neville is a financial advisor at Thrivent Investment Management with 17 years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2015. 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 financial planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping the two services separate.

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Benjamin G

Series 66

Appleton, WI

Thrivent Investment Management

Benjamin Groboski is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2007 and currently works at Thrivent Investment Management in Appleton, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial recommendations across multiple planning areas. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program, while maintaining separation between planning and implementation services.

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Alexis H

Series 66

Appleton, WI

Thrivent Investment Management

Alexis Higgins is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 credential and four years of industry experience. She has been with Thrivent and its affiliates since 2021. Outside of her advisory role, she created and managed a parenting blog offering tips on baby care and household management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning across a broad range of topics, offering clients the option to combine planning with managed accounts under a consolidated billing structure.

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Jack D

Series 66

Appleton, WI

Thrivent Investment Management

Jack Dodd is a financial advisor at Thrivent Investment Management in Appleton, WI, holding a Series 66 credential with three years of industry experience. His prior work includes positions at Thrivent Financial, Kwik Trip, Concordia University Saint Paul, Menards, and the Wisconsin Timber Rattlers. 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, comprehensive planning covering various topics such as retirement, tax, and estate planning, with options to combine planning and managed-account services under a consolidated billing arrangement.

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Joshua A

Series 66

Appleton, WI

Thrivent Investment Management

Joshua Anderson is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 designation and one year of industry experience. He has been with Thrivent since 2024 and serves as a board member of the Rotary Club of Oshkosh, a nonprofit service organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive, goal-based financial planning across a range of topics without discretionary trading authority.

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Betsy Z

Series 66

Appleton, WI

Thrivent Investment Management

Betsy Zemlock is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliates since 2014. Outside of her advisory role, she serves as a school board clerk for the Little Chute Area School District and is an assistant volleyball coach for a youth team in Appleton, WI. 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 covering a wide range of topics and allows clients to combine planning with managed-account programs while keeping these services separate.

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Adam D

Series 66

Appleton, WI

Thrivent Investment Management

Adam Domask is a Series 66-registered advisor at Thrivent Investment Management in Appleton, WI, with 14 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics through a network of Financial Advisors. The firm’s approach combines holistic, goal-based analyses with ongoing or one-time planning engagements, distinct from portfolio management or institutional advisory services.

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Timothy R

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Timothy Richmond is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked with various Thrivent entities since 2011. Outside of his advisory role, he owns a small business involving the purchase and resale of merchandise from storage lockers. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, providing written, goal-based financial planning without discretionary trading authority and allowing clients to integrate planning with managed-account programs under a consolidated billing option.

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Jared L

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Jared Loughrin is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning across various financial topics, with options to combine planning and managed-account services while keeping them separate.

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Jennifer W

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Jennifer Warner is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 designations and has 28 years of industry experience. She has worked at Thrivent Investment Management and Thrivent Financial for Lutherans 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services separate.

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Tina A

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Tina Andrew is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 registrations and 22 years of industry experience. She has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2012. 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, combining planning with managed-account options under a consolidated billing arrangement called “WealthPlan.”

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Laura C

Series 66

Appleton, WI

Thrivent Investment Management

Laura Carlson is a financial advisor with Thrivent Investment Management in Appleton, WI. She holds a Series 66 designation and has 16 years of industry experience. Carlson has been with Thrivent and its affiliated firms 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 financial planning covering topics such as retirement, tax, estate, and special needs planning, and allows clients to combine planning with managed account services under a consolidated billing option called WealthPlan.

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Aerial F

Series 66

Appleton, WI

Thrivent Investment Management

Aerial Feucht is a financial advisor at Thrivent Investment Management in Appleton, WI, holding a Series 66 credential with one year of industry experience. Feucht has worked with Thrivent Financial and Thrivent Investment Management since 2015 in various roles within the organization. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm provides goal-based, holistic planning with a focus on topics such as retirement, tax, estate, business continuation, and special needs planning, without discretionary trading authority or institutional portfolio management.

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