Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jaime S

Series 66

Englewood, CO

Thrivent Investment Management

Jaime Stantz is a Series 66-licensed advisor with 19 years of industry experience, currently affiliated with Thrivent Investment Management in Englewood, Colorado. He has been with Thrivent Financial for Lutherans and its investment management affiliate since 2006. 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, with options to combine planning and managed-account services under a consolidated billing approach called WealthPlan.

Business ownership considerations
user avatar
firm logo

Raymond B

Series 66

Englewood, CO

Thrivent Investment Management

Raymond Bickner is a Series 66-credentialed financial advisor with 19 years of experience, currently serving at Thrivent Investment Management since 2006. He has been affiliated with Thrivent Financial for Lutherans and its investment management arm throughout his career. 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 that covers a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Stephen C

Series 63, Series 66

Englewood, CO

Thrivent Investment Management

Stephen Chase Jr. is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management for 15 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning across various financial topics without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option while maintaining separate advisory services.

Business ownership considerations
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)