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Jonathan V
Series 66
Minneapolis, MN
Thrivent Investment Management
Jonathan Vick is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Concordia Language Villages. Outside of finance, he has experience working with Uber Eats and H&R Block. 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 ongoing plan reviews, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Melissa S
Series 63, Series 65
Minneapolis, MN
Thrivent Investment Management
Melissa Swanson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 credentials and 27 years of industry experience. She 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, offering comprehensive, goal-based financial plans without discretionary trading authority. The firm emphasizes holistic analyses and allows clients to combine planning with managed-account programs through a consolidated billing option called "WealthPlan."
Megan L
Series 66
Minneapolis, MN
Thrivent Investment Management
Megan Lowell is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2013. Outside of her advisory work, Megan operates Stella Belle Designs, LLC, where she sells arts and crafts and photography products, and occasionally receives compensation for allowing companies to use photos of her dog for marketing purposes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on areas such as retirement, tax, estate, and special needs planning. The firm focuses on holistic, goal-based analyses and offers a combined planning and managed-account program under a consolidated billing option called “WealthPlan,” without accepting discretionary trading authority for the planning service.
Kevin W
Series 66
Minneapolis, MN
Thrivent Investment Management
Kevin Wendt is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2017. Prior to that, he worked at Cambridge Investment Research Advisors, Inc. from 2014 to 2017. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based financial planning that covers multiple areas such as retirement, tax, estate, and business continuation, with options to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”
Kathleen D
Series 66
Minneapolis, MN
Thrivent Investment Management
Kathleen Dufner is a Series 66 licensed financial advisor with Thrivent Investment Management in Minneapolis, MN, where she has worked since 2012. She has five years of industry experience. Outside of her advisory role, she serves on the board of the Partnership for Community Transformation (PACT), which supports grassroots organizations in underserved communities by providing strategic, financial, and fundraising oversight. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.
Garrett P
Series 66
Minneapolis, MN
Thrivent Investment Management
Garrett Pitney is a financial advisor at Thrivent Investment Management based in Minneapolis, MN. He holds a Series 66 designation and has recently started his career in financial advising. Prior to joining Thrivent, Garrett was self-employed and has experience in various roles including positions at Northern Arizona University and Greenwich Wine & Spirits. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning through a network of advisors. Their services focus on comprehensive planning topics without portfolio management or discretionary trading authority for these planning engagements.
Kenneth M
Series 63, Series 65
Minneapolis, MN
Thrivent Investment Management
Kenneth Mosher III is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. 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 analyses and written recommendations on a wide range of financial topics, with the option to combine planning and managed-account services under a consolidated billing system called “WealthPlan.”
Christine H
Series 63, Series 65
Minneapolis, MN
Thrivent Investment Management
Christine Hulke is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Thrivent Investment Management since 2005 and also associated with Thrivent Financial for Lutherans since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without implementation of recommendations. The firm emphasizes holistic analysis and allows clients to combine planning with managed-account services while maintaining separate engagements.
Vincent S
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Vincent St Clair 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. He has worked at Thrivent since 2017 and previously spent five years at Ameriprise Financial Services and four years at Wells Fargo Investments. 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 topics, with clients able to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Tyler W
Series 66
Minneapolis, MN
Thrivent Investment Management
Tyler Weibel is a Financial Advisor at Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has been with Thrivent since 2026. His prior work experience includes roles at Bella Napoli, Collins Quarter, Olive Garden, and the Donut Shop. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas without portfolio management or discretionary trading authority.
Nathan R
Series 66
Minneapolis, MN
Thrivent Investment Management
Nathan Rauk is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 credential with 19 years of industry experience. He has been with Thrivent Investment Management since 2008 and with Thrivent Financial for Lutherans since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering one-time or ongoing planning relationships that cover a range of financial topics. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Michael R
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Michael Roussy is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Thrivent in 2025, he worked at OneVest, Apex Systems, and Charles Schwab in various roles. Outside his advisory work, Roussy serves as an independent non-profit Salesforce consultant, focusing on data cleanup, import, and integration with grant management tools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and planning across topics such as retirement, tax, and estate planning. The firm separates its planning services from managed-account programs and does not accept discretionary trading authority for its Dedicated Planning Service.
Andrew C
Series 66
Minneapolis, MN
Thrivent Investment Management
Andrew Cobb is a Series 66-licensed financial advisor at Thrivent Investment Management in Minneapolis, MN, with one year of industry experience. His prior work includes roles at Floor Action, Inc., Aramark, and Benvenue Country Club. He has also been associated with Jerry Allen's Sports Bar. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based analyses and written recommendations across a broad range of financial planning topics.
Cody H
Series 66
Minneapolis, MN
Thrivent Investment Management
Cody Hoerig is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Thrivent, he worked in roles related to aviation and education, including positions at Jets FBO, Youngstown Flight School, and Youngstown State University. Outside of finance, he operated Eagle Eye Detailing for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers goal-based, holistic plans across various financial topics, offering the option to combine planning with managed accounts under a consolidated billing arrangement called “WealthPlan.”
Jenna J
Series 66
Minneapolis, MN
Thrivent Investment Management
Jenna Jones is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Thrivent, she worked for Edward Jones for two years and was involved with the Lakes Center for Youth and Families for eleven years. 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 financial planning and offers clients the option to combine planning with managed-account programs under a consolidated billing system.
John B
Series 66
Minneapolis, MN
Thrivent Investment Management
John Brazel is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and having 21 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2008. 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 analyses and written recommendations across various planning topics, allowing clients to combine these services with managed accounts while keeping planning and management separate.
William C
Series 66
Minneapolis, MN
Thrivent Investment Management
William Campbell is a financial advisor at Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked at Windy City Athletes and American Income, and he has experience in educational and retail roles. 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 financial topics, delivered as either one-time or ongoing engagements.
Benjamin K
Series 66
Minneapolis, MN
Thrivent Investment Management
Benjamin Kajer is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and with 19 years of industry experience. He has been with Thrivent Investment Management and 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 planning across a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Bridget F
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Bridget Fallon is a financial advisor at Thrivent Investment Management with 26 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Thrivent 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 goal-based, holistic financial planning that covers a range of topics and can be combined with managed-account services under a consolidated billing option called WealthPlan.
Kristy H
Series 66
Minneapolis, MN
Thrivent Investment Management
Kristy Hillukka is a Series 66-licensed financial advisor with 16 years of industry experience, currently with Thrivent Investment Management. Her prior roles include positions at Level Four Financial, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Outside of her advisory work, she consults on end-of-life care through a program offering seminars and guidance to advisors. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports clients through comprehensive planning in areas such as retirement, tax, estate, and special needs, delivered by a large network of financial advisors.
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