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Marc H

Series 63, Series 65

Minneapolis, MN

Thrivent Investment Management

Marc Hauser is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2005. 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 financial planning focused on a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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Cardell J

Series 66

Minneapolis, MN

Thrivent Investment Management

Cardell Johnson is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. in Minneapolis, MN, since 2003. 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, allowing clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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Jennifer N

Series 63, Series 66

Minneapolis, MN

Thrivent Investment Management

Jennifer Nelson is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations with one year of industry experience. Her prior experience includes roles at Northwestern Mutual and Coloplast, as well as several positions in therapy services and self-employment. 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 various topics, with an option to combine planning with managed-account services under consolidated billing.

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Samuel J

Series 66

Minneapolis, MN

Thrivent Investment Management

Samuel Johnson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He joined Thrivent in 2025 and previously spent 13 years at Concordia University, St. Paul. Outside of advising, he serves on Concordia University’s Kinesiology Dissertation Committee, providing feedback and guidance on student research. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan” while keeping services separate.

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Scott E

Series 66

Minneapolis, MN

Thrivent Investment Management

Scott Eckart is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 13 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2013. 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 while keeping these services separate.

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Jacob B

Series 66

Minneapolis, MN

Thrivent Investment Management

Jacob Brumbach is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Brumbach also serves in the U.S. Navy, where he has been active since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning on a one-time or ongoing basis without portfolio management or discretionary trading authority. The firm emphasizes goal-based analyses and allows clients to integrate planning with managed accounts under a consolidated billing option.

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Kathleen W

Series 63, Series 66

Minneapolis, MN

Thrivent Investment Management

Kathleen Warmack is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 registrations and bringing 34 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services distinct.

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Mark O

Series 66

Minneapolis, MN

Thrivent Investment Management

Mark Owens is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He has worked at Thrivent Financial and Thrivent Investment Management since 2026 and previously spent ten years at Cedarville University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm integrates planning with managed-account options under a consolidated billing structure while maintaining separate service components.

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Beverly H

Series 63, Series 65

Minneapolis, MN

Thrivent Investment Management

Beverly Howdeshell is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Edward Jones for 13 years. Outside of her advisory role, she serves as executor of a family trust and is involved in managing a family farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through its network of advisors, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach integrates planning with managed accounts via a consolidated billing option while maintaining separate service structures.

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Susan S

Series 66

Minneapolis, MN

Thrivent Investment Management

Susan Schenk is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding the Series 66 designation with 21 years of industry experience. Her career includes multiple roles at Thrivent since 2020 and prior experience at Robert Half and U.S. Bancorp Investments. Outside of advising, she owns Sacred Earthly Matters, where she provides end-of-life planning and deathcare services, including Death Doula support, flower essence, and sound healing. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach integrates planning with managed-account programs under a consolidated billing structure while maintaining separate service components.

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Lisa D

Series 63, Series 66

Minneapolis, MN

Thrivent Investment Management

Lisa Dargontina is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She previously worked at LPL Financial for 18 years before joining Thrivent in 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and a broad range of financial planning topics without portfolio management for institutional clients. The firm offers an integrated approach through its WealthPlan option, combining planning with managed-account services while maintaining separate engagements.

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Tyler T

Series 66

Minneapolis, MN

Thrivent Investment Management

Tyler Tschetter is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Thrivent and its affiliated entities continuously since 2016. 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 various topics and combines planning with managed-account programs while maintaining separate services and reviews.

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Jordan D

Series 66

Minneapolis, MN

Thrivent Investment Management

Jordan Dongell is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and previously worked at Kopka Pinkus Dolin PC and Boehl Stopher & Graves. Outside of his advisory role, he serves on the boards of FIRST ALLIANCE CHURCH and Isaiah House, a Christian addiction-recovery treatment organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on comprehensive, goal-based planning without discretionary trading authority or institutional portfolio management.

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Jamia E

Series 63, Series 65

Minneapolis, MN

Thrivent Investment Management

Jamia Erickson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Thrivent since 2016. Outside of advising, Erickson provides modeling services and participates in a community steering committee focused on health education within the African-American community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm integrates planning with managed accounts under its WealthPlan option, while maintaining separate planning and investment management services.

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Scott E

Series 66

Minneapolis, MN

Thrivent Investment Management

Scott Erickson is a Series 66-credentialed financial advisor with Thrivent Investment Management in Minneapolis, MN, with two years of industry experience. He has held multiple roles within Thrivent Financial and Thrivent Investment Management since 2024. Outside of his advisory work, he owns Hospitality Furniture Source LLC, an independent manufacturer’s representative for custom restaurant furniture and millwork. 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 financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing program called WealthPlan.

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Ann S

Series 66

Minneapolis, MN

Thrivent Investment Management

Ann Staloch is a financial advisor with Thrivent Investment Management based in Minneapolis, MN. She holds the Series 66 designation and has recently started her advisory career, joining Thrivent in 2024. Outside of her advisory role, she has been involved with the Waseca Area Chamber of Commerce since 2018. 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 covering various topics, with optional managed-account integration under its consolidated WealthPlan billing.

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Derek J

Series 63, Series 65

Minneapolis, MN

Thrivent Investment Management

Derek Johns is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Thrivent and its affiliated entities since 2003, with a brief employment gap in 2019-2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations across various planning areas without discretionary trading authority or portfolio management for institutional clients.

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Jonathan C

Series 66

Minneapolis, MN

Thrivent Investment Management

Jonathan Copeland is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Principal Securities, Securian Financial Services, and Cetera prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on various financial topics. The firm separates its planning services from managed accounts and typically conducts annual reviews of recommendations.

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Brandon O

Series 66

Minneapolis, MN

Thrivent Investment Management

Brandon O Hara is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wealth Enhancement Advisory Services, LPL Financial, Cetera Advisor Networks, and Thrivent Investment Management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, providing comprehensive, goal-based planning across various financial topics without discretionary portfolio management.

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Chase L

Series 66

Minneapolis, MN

Thrivent Investment Management

Chase Lapan is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliated entities 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 holistic, goal-based analyses and a consolidated billing option called WealthPlan, combining planning with managed-account services while maintaining them as separate engagements.

Business ownership considerations
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