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John B
Series 63, Series 65
Minneapolis, MN
Thrivent Investment Management
John Breske is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Thrivent, he worked in various roles including positions at La Crosse County and Winona State University. 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 across a broad range of planning topics, allowing clients to combine planning with managed-account services under a consolidated billing option.
Nicole W
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Nicole Westlund is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses with 17 years of industry experience. Her prior roles include positions at Cetera and First Allied Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.
John W
Series 63, Series 65
Minneapolis, MN
Thrivent Investment Management
John Wright is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 18 years of industry experience. He has held roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Wright holds the Series 63 and Series 65 licenses. 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 analyses and planning across various financial topics, allowing clients to combine planning with managed-account programs while maintaining separation between the two services.
Patrick E
Series 66
Minneapolis, MN
Thrivent Investment Management
Patrick Egan is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Egan serves as a trustee for the Central Lutheran Church Foundation, where he participates in overseeing the Foundation's operations and mission. 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 across various financial topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.
Sara J
Series 63, Series 65
Minneapolis, MN
Thrivent Investment Management
Sara Juran is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company, Michael Leverty, and Rodan and Fields. Juran is based in Minneapolis, MN. 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 allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.
Phillip W
Series 66
Minneapolis, MN
Thrivent Investment Management
Phillip Williams is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He has been with Thrivent since 2025 and has previous experience at firms including Steph Swanson State Farm and Associated Bank. 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 managing client accounts directly. The firm combines holistic, goal-based planning with managed-account options under a consolidated billing program called “WealthPlan,” while maintaining separate planning and portfolio management services.
Eric B
Series 66
Minneapolis, MN
Thrivent Investment Management
Eric Berg is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and with 20 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning without discretionary portfolio management, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
John T
Series 66
Minneapolis, MN
Thrivent Investment Management
John Thorson is a financial advisor at Thrivent Investment Management based in Minneapolis, MN, with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bank and Nicolet Advisory Services, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics, without managing client portfolios directly.
James Y
Series 66
Minneapolis, MN
Thrivent Investment Management
James York is a financial advisor at Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to joining the firm, he was self-employed with JCY Supply LLC and has work experience in various roles across automotive and supply companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers these services through a large network of advisors and allows clients to combine planning with managed-account programs under consolidated billing options.
Debbie B
CFP®, Series 63, Series 65
Minneapolis, MN
Thrivent Investment Management
Debbie Bogaert is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Thrivent Investment Management in Minneapolis, MN. She has previously worked with Lincoln Financial Advisors and Strategic Edge Wealth Management. Bogaert serves on the board of Lutheran Social Services of Illinois Foundation, contributing to the oversight of the nonprofit’s mission. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial plans without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing approach called “WealthPlan” while maintaining these services separately.
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