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Michael G

Series 66

La Grange, TX

Thrivent Investment Management

Michael Gates is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previously operated an independent piano tuning and repair business. His prior work includes roles at Thrivent Financial, Crestone Wellness, La Scala Restaurant, and Curbside Coffee Shop. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning that addresses multiple financial topics, with options to combine planning and managed account services under a consolidated billing arrangement.

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Forrest S

Series 66

La Grange, TX

Thrivent Investment Management

Forrest Stewart is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Capital Farm Credit and Situs Asset Management. Stewart is based in La Grange, Texas. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. Their services include a range of planning topics and offer a consolidated billing option combining planning with managed accounts.

Business ownership considerations
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