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

Nicholas C

Series 66

Kalispell, MT

Thrivent Investment Management

Nicholas Clark is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, Clark is a deacon at Whitefish Assembly, a church position involving board-like responsibilities, and is a silent partner in a long-haul transportation business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Business ownership considerations
user avatar
firm logo

Kelsi H

Series 66

Kalispell, MT

Thrivent Investment Management

Kelsi Haugen is a financial advisor with Thrivent Investment Management in Kalispell, MT, holding a Series 66 designation and over three years of industry experience. She has been with Thrivent and its affiliates since 2022, following prior roles at Ideal Option and Bosley. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and planning across various financial topics without managing client portfolios or serving institutional mandates.

Business ownership considerations
user avatar
firm logo

Peter P

Series 66, Series 63, Series 65

Kalispell, MT

Thrivent Investment Management

Peter Pius is a financial advisor with Thrivent Investment Management in Kalispell, MT, holding Series 66, Series 63, and Series 65 credentials and seven years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Franz Family Bakery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on a broad range of planning topics without discretionary trading authority. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Connor N

Series 66

Kalispell, MT

Thrivent Investment Management

Connor Neumann Sleeper is a Series 66-registered advisor with Thrivent Investment Management, based in Kalispell, MT, with two years of industry experience. Prior to joining Thrivent, he was involved with Youth With A Mission for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning on various topics including retirement and estate planning, with ongoing reviews but does not offer portfolio management for institutional clients.

Business ownership considerations
user avatar
firm logo

Raymond V

Series 63, Series 66

Kalispell, MT

Thrivent Investment Management

Raymond Vincent is a financial advisor with Thrivent Investment Management in Kalispell, MT. He holds Series 63 and Series 66 registrations and has one year of industry experience. Prior to his advisory role, he spent 25 years with RSV Pools, Inc. Outside of advising, he jointly owns a rental townhouse with his wife and occasionally assists with its maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based financial analyses and planning without discretionary trading authority, enabling clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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”)