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Emily K

Series 66

Cedarburg, WI

Thrivent Investment Management

Emily Klotz is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and has previously worked at Carr Services LLC and Quad/Graphics Inc. She has been with Thrivent Financial and Thrivent Financial Management Inc since 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning service.

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Megan W

Series 66

Cedarburg, WI

Thrivent Investment Management

Megan Weigand is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Carr Services LLC and REMAX Realty 100. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics, with clients able to combine planning with managed-account services under a consolidated billing option called WealthPlan.

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Connor Y

Series 66

Cedarburg, WI

Thrivent Investment Management

Connor Young is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previous experience at Thrivent Financial, Carr Services LLC, Northwestern Mutual, CJW Inc, and Wisconsin Lutheran College. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services under its WealthPlan option, focusing on a broad range of financial topics through a network of financial advisors.

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Benjamin C

Series 66

Cedarburg, WI

Thrivent Investment Management

Benjamin Carr is a Series 66-licensed financial advisor with 18 years of experience at Thrivent Investment Management and Thrivent Financial for Lutherans in Cedarburg, WI. He has been with the firm since 2008. Outside of his advisory role, he owns and operates a commercial property management LLC for bookkeeping and maintenance purposes related to his Thrivent business. 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 a broad range of topics and offers clients the option to combine planning with managed-account programs under a consolidated billing approach.

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Thomas M

Series 66

Cedarburg, WI

Thrivent Investment Management

Thomas Mueller is a financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent and its affiliates since 2018, following five years at Marcus Corporation. Mueller serves as an ambassador for the Cedarburg Chamber of Commerce. 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 financial planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.

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Steven S

Series 66

Cedarburg, WI

Thrivent Investment Management

Steven Sievers is a Series 66-credentialed financial advisor with 13 years of experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans. He has been with these firms since 2012 and 2013 respectively. Outside of finance, he serves on the Board of Directors for the Badgerland Waterski Show Team, a recreational waterski show group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses across a broad range of planning topics. The firm’s approach separates planning from implementation and managed-account services and does not accept discretionary trading authority for its planning engagements.

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Jason W

Series 66

Cedarburg, WI

Thrivent Investment Management

Jason Willms is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has been with Thrivent and its related entities since 2020, including roles at Carr Services and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive planning across various financial topics without discretionary portfolio management, combining goal-based analysis with an option to integrate managed accounts under a consolidated billing program called WealthPlan.

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Jennifer B

Series 66

Cedarburg, WI

Thrivent Investment Management

Jennifer Binninger Gomez is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial since 2019. Outside of her advisory role, she volunteers as secretary for a local food pantry serving Ozaukee County residents and supports youth agricultural programs through a county 4-H livestock association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and ongoing planning relationships without discretionary portfolio management.

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