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Tanner H
Series 65, Series 63
Golden Valley, MN
Thrivent Investment Management
Tanner Haessly is a financial advisor with Thrivent Investment Management in Golden Valley, MN. He holds Series 65 and Series 63 credentials and has five years of industry experience. His prior work includes roles at Ameriprise and Mutual of Omaha Investor Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across various planning topics. The firm allows clients to combine planning with managed-account programs under the WealthPlan billing option while keeping these services separate.
Ann K
CFP®, Series 66
Golden Valley, MN
Thrivent Investment Management
Ann Kirchner is a CFP® professional with 14 years of industry experience, currently serving at Thrivent Investment Management in Golden Valley, MN. She has been with Thrivent Financial and Thrivent Investment Management Inc since 2016. Outside of her advisory role, she manages a rental property for her family. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account programs while maintaining separation between the two services.
Keith J
ChFC®, Series 63, Series 66
Golden Valley, MN
Thrivent Investment Management
Keith Johnson is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial topics without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.
Sarah C
Series 66
Golden Valley, MN
Thrivent Investment Management
Sarah Coffey is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked in education for over 17 years, including a role at Hopkins Public Schools. Outside of advising, she has coached educational transition programs and works as a restaurant server. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers an optional managed-account program combined with planning under a consolidated billing arrangement called WealthPlan.
Brett K
Series 66
Golden Valley, MN
Thrivent Investment Management
Brett Koopman is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves on the Board of Trustees for Mount Carmel Ministries and is a director and owner of a family farm corporation, Chedna, Ltd. 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 planning addressing a wide range of topics, providing ongoing or one-time planning relationships without discretionary portfolio management for institutional clients.
Seamus O
Series 66
Golden Valley, MN
Thrivent Investment Management
Seamus Ott is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Prime Therapeutics. Outside of finance, he serves as an assistant coach for a high school ultimate frisbee program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive goal-based planning across multiple areas, allowing clients to combine planning with managed-account services under a consolidated billing option.
Mark M
Series 63, Series 66
Golden Valley, MN
Thrivent Investment Management
Mark Morton is a financial advisor with Thrivent Investment Management in Golden Valley, Minnesota, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management 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 planning that covers various topics such as retirement, income tax, and estate planning, with options to combine planning and managed-account services under a consolidated billing arrangement.
Tian E
Series 66
Golden Valley, MN
Thrivent Investment Management
Tian Elder is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, Elder worked in marketing roles and at Chick-Fil-A. He is also involved in a team marketing position supporting Xcel Energy and Center Point Energy programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and recommendations across various planning topics without portfolio management or implementation services.
Andrew G
ChFC®, Series 63, Series 66
Golden Valley, MN
Thrivent Investment Management
Andrew Gerling is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and 66 licenses and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Gerling is an on-call firefighter for the City of Golden Valley, a scuba diving instructor, a prize chairman for the Ducks Unlimited Lake Minnetonka Chapter, and a seaplane pilot for Adventure Seaplanes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based planning analyses across a broad range of topics, delivering written recommendations without implementation, and allows clients to combine planning with managed-account services under a consolidated billing option.
Nathan P
Series 65, Series 63
Golden Valley, MN
Thrivent Investment Management
Nathan Perbix is a financial advisor at Thrivent Investment Management in Golden Valley, MN, holding Series 65 and Series 63 licenses with nine years of industry experience. He has been with Thrivent and its affiliated entities since 2017, including roles at Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. Their approach integrates comprehensive written recommendations and allows clients to combine planning with managed accounts through a consolidated billing option called “WealthPlan.”
Andrew Z
Series 66
Golden Valley, MN
Thrivent Investment Management
Andrew Zgurich is a financial advisor at Thrivent Investment Management with a Series 66 designation and experience spanning roles at Everest Financial Group, A to Z Tax Advisors, and Uber Technologies. He has been with Thrivent since 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial planning topics without discretionary trading authority.
Michael M
Series 66
Golden Valley, MN
Thrivent Investment Management
Michael Meader is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 credential and four years of industry experience. Before joining Thrivent, he worked at the University of Minnesota and Woodcrest Baptist Academy. Outside of finance, he produces content for an entertainment company focused on Indian movies. 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 planning across a broad range of topics without discretionary trading authority or institutional portfolio management.
Nicholas K
Series 66
Golden Valley, MN
Thrivent Investment Management
Nicholas Kouchoukos III is a financial advisor at Thrivent Investment Management with two years of experience in the industry. He holds a Series 66 designation and has worked at various Thrivent entities as well as Advanced Wealth Management and Winnesota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm enables clients to combine planning with managed accounts through a consolidated billing option while keeping services administratively separate.
Gwenn B
CFP®, Series 66
Golden Valley, MN
Thrivent Investment Management
Gwenn Branstad is a CFP® professional with 23 years of industry experience, currently serving at Thrivent Investment Management since 2004. She is based in Golden Valley, MN, and holds the Series 66 designation. Outside of her advisory role, she serves as the outgoing Chair of the Bethlehem Lutheran Church Foundation board, which manages grantmaking aligned with the church’s mission. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based planning across various topics and enables clients to integrate planning with managed-account programs under a consolidated billing option while keeping these services distinct.
Timothy H
Series 66
Golden Valley, MN
Thrivent Investment Management
Timothy Hanson is a financial advisor at Thrivent Investment Management with three years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo and US Bank. Outside of his advisory work, he serves as a board member of the St. Louis Park Rotary Foundation and is a partner in a fence sales and installation business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses and written recommendations across various planning topics. The firm offers clients the option to combine planning with managed-account services through its WealthPlan program while maintaining these services separately.
Ryan D
Series 66
Golden Valley, MN
Thrivent Investment Management
Ryan Dewey is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and NEXT Financial. Outside of his advisory role, he is involved in several activities including serving as treasurer and secretary for a children’s party equipment rental business, managing a smart home electronics support company, and working as a snowboard instructor and bus chaperone. 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, offering planning separately from portfolio management and managed-account services.
Andre S
Series 66
Golden Valley, MN
Thrivent Investment Management
Andre Sackman is a financial advisor with Thrivent Investment Management in Golden Valley, MN. He holds a Series 66 credential and has been with Thrivent and its affiliates since 2024. Prior to joining Thrivent, he was involved with several businesses including Love Disorder LLC and Erie Home. 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. The firm’s services emphasize planning without discretionary trading authority and separate planning from managed-account programs.
Cara L
Series 66
Golden Valley, MN
Thrivent Investment Management
Cara Lang is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 10 years of industry experience. She has been with Thrivent Financial since 2016 and Thrivent Investment Management since 2015. Outside of her advisory role, Lang performs as a violinist at various events and coaches volleyball, providing lessons and clinics on an infrequent basis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing program called “WealthPlan” while maintaining separation between services.
Lucas A
ChFC®, Series 66
Golden Valley, MN
Thrivent Investment Management
Lucas Ahlberg is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding the ChFC® and Series 66 designations and bringing 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, Ahlberg officiates youth ice hockey games as a compensated official. 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 across various planning topics without portfolio management for institutional clients.
David S
Series 66
Golden Valley, MN
Thrivent Investment Management
David Stay is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans since 2014. 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 across a broad range of topics and allows clients to combine planning services with managed accounts under a consolidated billing option called “WealthPlan.”
Isaac B
Series 66
Golden Valley, MN
Thrivent Investment Management
Isaac Bolger is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial and its investment management division since 2018. Prior to this, he worked at the Mediterranean School of Business for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across various financial topics. The firm offers clients the option to combine planning with managed-account programs while maintaining separate services and does not provide portfolio management for institutional clients.
Jerry S
Series 66
Golden Valley, MN
Thrivent Investment Management
Jerry Sunde is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Thrivent in 2019, he worked at Medtronic PLC from 2015 to 2019. Outside of finance, he is involved in dog sitting through a business he owns and operates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans without discretionary trading authority. The firm offers these services through a network of advisors and allows clients to combine planning with managed accounts under a consolidated billing option.
Linnea S
Series 63, Series 66
Golden Valley, MN
Thrivent Investment Management
Linnea Sodergren is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding Series 63 and 66 licenses and 27 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory role, she serves as a commission member for the Minnetonka Charter Commission and is president of the Beachside II-1 Homeowners Association Board of Directors. 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 written recommendations across multiple planning areas while keeping planning and managed-account services separate.
Robert W
Series 66
Golden Valley, MN
Thrivent Investment Management
Robert Wagner II is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Wagner is involved in property rental management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach includes holistic analyses and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”
James W
Series 63, Series 65
Golden Valley, MN
Thrivent Investment Management
James Walburg is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm emphasizes goal-based analyses and maintains separation between planning and managed-account services.
Perry J
Series 66
Golden Valley, MN
Thrivent Investment Management
Perry Jacobson is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Golden Valley, MN. He has 17 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008 and 2009, respectively. He serves on the board of the Westwood Lutheran Memorial Foundation, which supports the mission and outreach of Westwood Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics without implementation services. The firm delivers holistic, goal-based planning combined with managed-account options under a consolidated billing approach called “WealthPlan,” but does not provide portfolio management for institutional clients.
Peter K
Series 63, Series 65
Golden Valley, MN
Thrivent Investment Management
Peter Kabanuk Jr. is a financial advisor with Thrivent Investment Management in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining planning and asset management as separate services.
David R
Series 63, Series 66
Golden Valley, MN
Thrivent Investment Management
David Rasmussen is a financial advisor with Thrivent Investment Management in Golden Valley, MN. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Rasmussen has been with Thrivent Financial for Lutherans and Thrivent Investment Management 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 goal-based planning across various financial topics and integrates planning with managed-account services under a consolidated billing option called “WealthPlan.”
Bradley M
Series 66
Golden Valley, MN
Thrivent Investment Management
Bradley Markwell is a Series 66-licensed financial advisor with Thrivent Investment Management in Golden Valley, MN, with 23 years of industry experience. He has worked with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he serves as a board member for the Hennepin County Workforce Development Board, providing input on services for the job transition community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based plans across various topics, with the option to combine planning and managed-account services under a consolidated billing platform called WealthPlan.
Benjamin T
Series 66
Golden Valley, MN
Thrivent Investment Management
Benjamin Thompson is a Series 66-credentialed financial advisor with five years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2021. His prior experience includes roles at Robert Half, Blow Molded Specialties, and involvement with Kids' SAFARI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses across various planning topics while keeping planning and managed-account services distinct.
Brody B
Series 66
Golden Valley, MN
Thrivent Investment Management
Brody Baumann is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His background includes roles at Thrivent Financial and involvement with Maxxed Out Guides. Outside of advising, he has worked in education and agriculture, including positions at Buffalo High School, local elementary and middle schools, and Untiedt's Vegetable Farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers holistic, goal-based planning across a broad range of topics, with options to combine planning and managed-account services under consolidated billing while maintaining separate service agreements.
Robert M
Series 66
Golden Valley, MN
Thrivent Investment Management
Robert Monson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has worked with Thrivent Financial and its affiliate firm since 2014. 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 that covers various topics including retirement, tax, estate, and special needs planning, without handling implementation, and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”
Timothy H
Series 66
Golden Valley, MN
Thrivent Investment Management
Timothy Hiller is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans since 2012. His career includes over a decade at Thrivent Investment Management. 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 a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Raphael M
Series 63, Series 66
Golden Valley, MN
Thrivent Investment Management
Raphael Musenga is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he works as a Direct Support Professional providing home and community-based specialty healthcare to individuals with intellectual or developmental disabilities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial plans that cover topics such as retirement, tax, estate, and special needs planning. The firm’s approach separates planning from portfolio management and allows clients to combine planning with managed accounts through a consolidated billing option.
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