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Joshua T

Series 66

Dubuque, IA

Thrivent Investment Management

Joshua Theisen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked for East Dubuque Nitrogen Fertilizers for eight years. Outside of finance, he owns and operates a home decor business that sells products through Etsy and local craft shows. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and comprehensive planning across various financial topics. The firm offers these services without discretionary trading authority and allows clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”

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Jennifer K

Series 66

Dubuque, IA

Thrivent Investment Management

Jennifer Kreeb is a financial advisor with Thrivent Investment Management in Dubuque, Iowa, holding a Series 66 designation and 21 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of her advisory role, she serves on the Mount Mercy University Alumni Board and is a committee member for the Beckman Catholic Endowment Fund. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering broad financial planning without implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services through its WealthPlan option.

Business ownership considerations
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