Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Phillip M
Series 66
Minneapolis, MN
Thrivent Investment Management
Phillip Meyer is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a variety of financial planning topics. The firm’s approach separates planning from implementation and managed-account services, delivering periodic reviews through its network of Financial Advisors.
Robert S
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Robert Swearingen is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Gradient Securities, LLC from 2013 to 2018. Swearingen has been with Thrivent 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 holistic, goal-based analyses and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.
Michael S
Series 63, Series 65
Minneapolis, MN
Thrivent Investment Management
Michael Stehlik is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent and its related entities since 2015. Outside of his advisory role, he serves as a youth soccer official for a local club. 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 across various financial topics, allowing clients to integrate planning with managed accounts under a consolidated billing option while keeping the services separate.
Joshua K
Series 66
Minneapolis, MN
Thrivent Investment Management
Joshua Knapp is a Series 66-licensed financial advisor at Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent since 2026 and has prior experience working at Grand Canyon Education, Arizona Bank and Trust, and Grand Canyon 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 planning across various topics, including retirement and estate planning, and allows clients to combine planning with managed-account programs under a consolidated billing option.
Laura C
Series 66
Minneapolis, MN
Thrivent Investment Management
Laura Cheeley is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. She worked at RBC Wealth Management for 14 years before joining Thrivent Financial Management in 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and written recommendations on a broad range of financial planning topics without discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan while keeping the services separate.
Michael S
Series 66
Minneapolis, MN
Thrivent Investment Management
Michael Suda is a financial advisor at Thrivent Investment Management based in Minneapolis, MN. He holds the Series 66 designation and has been with Thrivent in various roles since 2025. His background includes experience at Amazon, Michigan State University, and Mason Consolidated Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning across a wide range of financial topics without portfolio management or discretionary trading authority.
Angelo R
Series 66
Minneapolis, MN
Thrivent Investment Management
Angelo Ricci is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 license and 11 years of industry experience. He previously worked at Ameriprise Financial Services from 2014 to 2025 before joining Thrivent in 2025. 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 on a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option, while keeping planning and asset management services separate.
Riley F
Series 66
Minneapolis, MN
Thrivent Investment Management
Riley Faehling is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds the Series 66 designation and has been with Thrivent and its affiliated firms since 2019. Prior to that, he worked at Questar Capital Corporation and held a driving position with Uber as a side activity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering various financial topics, offering both one-time and ongoing planning engagements without discretionary trading authority.
Scott O
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Scott Olson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Thrivent and its predecessor entities since 2005. Olson serves as an elected trustee on the board of Elmhurst Cemetery, a not-for-profit organization affiliated with two Lutheran churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses. The firm separates its planning services from portfolio management and managed accounts, offering clients flexible, ongoing or one-time financial planning engagements.
Melanie J
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Melanie Johnson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at Northwestern Mutual, BMO Harris Financial Advisors, and St Catherine University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across various financial planning topics. The firm’s planning services can be combined with managed accounts under a consolidated billing option but do not include discretionary trading authority or institutional portfolio management.
Nicholas D
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Nicholas Dolan is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Northwestern Mutual Wealth Management Company, Bradley Baune, and Wells Fargo. Outside of finance, he has experience in the hospitality industry through his involvement with O Garas bar and grille. 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 allows clients to combine planning with managed accounts under a consolidated billing option while maintaining planning and portfolio management as separate services.
Connor P
Series 66
Minneapolis, MN
Thrivent Investment Management
Connor Powers is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has held positions at Thrivent Financial, State Farm, and American National Bank of Minnesota. 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 analyses and allows clients to combine planning with managed-account programs while keeping services separate.
Cheryl K
Series 66
Minneapolis, MN
Thrivent Investment Management
Cheryl Krinke is a financial advisor with Thrivent Investment Management in Minneapolis, MN. She holds a Series 66 designation and has 25 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial 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 that covers topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing arrangement.
Raul C
Series 66
Minneapolis, MN
Thrivent Investment Management
Raul Cortes Jimenez is a financial advisor at Thrivent Investment Management based in Minneapolis, MN, holding a Series 66 designation. He has been with Thrivent since 2025 and has previously held roles at organizations including Abba Staffing and the University of Texas at Arlington. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without managing client assets directly. The firm’s approach combines goal-based analyses with optional managed-account programs under a consolidated billing option called “WealthPlan.”
Andrew B
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Andrew Bergmann is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent in various capacities since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on topics such as retirement, tax, and estate planning. The firm combines holistic, goal-based analyses with managed accounts under a consolidated billing option while maintaining separate planning and portfolio management services.
Matthew W
Series 66
Minneapolis, MN
Thrivent Investment Management
Matthew Walker is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 13 years of industry experience. He has worked at Thrivent Investment Management since 2013 and has been associated with THRIVENT Financial since 2006. 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,” while keeping planning and portfolio management services separate.
S. David A
Series 66
Minneapolis, MN
Thrivent Investment Management
S. David Atlas is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 25 years of industry experience. He has worked with Thrivent and its affiliate, THRIVENT FINANCIAL for Lutherans, since 2011. 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 across various topics, delivering both one-time and ongoing engagement options while keeping planning and managed-account services separate.
Brent B
Series 66
Minneapolis, MN
Thrivent Investment Management
Brent Benedict is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 license and has previously worked at Ameriprise and Thrivent Financial. Outside of his advisory role, he coaches swimming and diving at Penn State Behrend and presents seminars on stewardship and blessings at local churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning without discretionary trading authority. Their approach includes comprehensive written recommendations across various financial topics and offers the option to combine planning with managed-account services under a consolidated billing program.
Suzanna W
Series 66
Minneapolis, MN
Thrivent Investment Management
Suzanna Wick is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 16 years of industry experience. She has worked with Thrivent Financial for Lutherans since 2011 and Thrivent Investment Management Inc. since 2009. 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 analyses and allows clients to combine planning with managed-account programs while keeping these services separate.
Austin C
Series 66
Minneapolis, MN
Thrivent Investment Management
Austin Currie is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He has been with Thrivent since 2025 and previously worked in roles outside the financial industry, including at Toca Soccer and Ninth Street Soccer and Coffee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across a broad range of planning areas. The firm delivers these services through a large network of advisors and allows clients to combine planning with managed-account programs under a consolidated billing option.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters