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Amanda W

Series 66

Hudson, WI

Thrivent Investment Management

Amanda Wikstrom is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at 3M and PepsiCo's Frito-Lay division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a broad range of topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service structures.

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Charlie G

Series 66

Hudson, WI

Thrivent Investment Management

Charlie Gess is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and currently beginning his career in the industry. Prior to joining Thrivent, he was involved in entrepreneurial and community activities, including operating Tyvoll Handcrafted and Not Justa Cafe, as well as participating in the Minnesota Soccer Referee Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with options to combine planning and managed-account services.

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Tracy B

Series 63, Series 65

Hudson, WI

Thrivent Investment Management

Tracy Berglund is a financial advisor with Thrivent Investment Management in Hudson, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Berglund serves as a board member of the Hudson Housing Authority, a government organization focused on housing for lower-income adults and families. 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 topics. The firm separates planning and managed-account services and typically conducts annual reviews of its recommendations.

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Joshua W

Series 66

Hudson, WI

Thrivent Investment Management

Joshua Wikstrom is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing five years of industry experience. Prior to his current role, he worked at General Motors from 2014 to 2020. 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 allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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