Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Raymond M

Series 63, Series 66

Minneapolis, MN

Thrivent Investment Management

Raymond Marchand is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses with 11 years of industry experience. His prior roles include positions at Lexshares, Inc., Aaron Miller, Jason M Dentremont, and Northwestern Mutual Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping services separate.

Business ownership considerations
user avatar
firm logo

William S

Series 63, Series 66

Minneapolis, MN

Thrivent Investment Management

William Swindlehurst is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He 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, offering goal-based planning across topics such as retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under a consolidated billing option while keeping the services separate and does not accept discretionary trading authority for its planning services.

Business ownership considerations
user avatar
firm logo

Nicole S

Series 66

Minneapolis, MN

Thrivent Investment Management

Nicole Sutter is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 25 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliate Thrivent Financial for Lutherans since 2007. 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 covering a wide range of topics, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Garrett P

Series 66

Minneapolis, MN

Thrivent Investment Management

Garrett Peterson is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has eleven years of prior experience at Bank of Dixon County before joining Thrivent in 2025. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides comprehensive, goal-based planning that covers a range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Jordan S

Series 66

Minneapolis, MN

Thrivent Investment Management

Jordan Sajady is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and has been with Thrivent since 2025. Prior to joining Thrivent, Sajady worked in various roles including positions at Minnesota State Mankato, Nicolet National Bank, and Normandale Community College. 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 with an option to combine planning with managed-account services under a consolidated billing arrangement.

Business ownership considerations
user avatar
firm logo

Elliott R

Series 63, Series 65

Minneapolis, MN

Thrivent Investment Management

Elliott Ruth is a financial advisor at Thrivent Investment Management based in Minneapolis, MN, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Thrivent since 2012 and concurrently has a long-term association with Herbergers/Saks since 2005. 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 without discretionary trading authority and offers combined planning and managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Jason R

Series 66

Minneapolis, MN

Thrivent Investment Management

Jason Riesgraf is a Series 66 licensed financial advisor with ten years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2018. Prior to that, he worked at LPL Financial, Investment Centers of America, and True Marketing Solutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach includes holistic, goal-based analyses and written recommendations on a broad range of planning topics, with an option to combine planning services with managed-account programs under a consolidated billing arrangement.

Business ownership considerations
user avatar
firm logo

Eric A

Series 63, Series 66

Minneapolis, MN

Thrivent Investment Management

Eric Adair is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 63 and Series 66 designations and has 14 years of industry experience. He has been with Thrivent Financial since 2016 and affiliated with Thrivent Investment Management 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 comprehensive, goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar
firm logo

Parker N

Series 66

Minneapolis, MN

Thrivent Investment Management

Parker Norling is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His work experience includes roles at Winterberry Gardens, Warners Outdoor Solutions, and IPH Hockey prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without portfolio management or discretionary trading authority. The firm combines goal-based analyses with client input and offers consolidated billing options while maintaining separate planning and managed-account services.

Business ownership considerations
user avatar
firm logo

Eric J

Series 63, Series 65

Minneapolis, MN

Thrivent Investment Management

Eric Johnson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial since 2015. 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 covering retirement, tax, estate, business continuation, divorce, and special needs topics, with clients able to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Clint H

Series 66

Minneapolis, MN

Thrivent Investment Management

Clint Hodgdon is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 19 years of industry experience, including roles at Ameriprise Financial Services from 2005 to 2017 and Thrivent Financial since 2017. Outside of his advisory work, he is actively involved in youth wrestling as Vice President of Girls Wrestling for the Prior Lake Wrestling Club and serves as a girls head wrestling coach and assistant wrestling coach for Prior Lake-Savage Area Schools. 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 planning across various financial topics without managing discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar
firm logo

Neal C

Series 66

Minneapolis, MN

Thrivent Investment Management

Neal Carlson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent and its related entities since 2017, with prior roles at CRI Securities, Securian Financial Services, Minnesota Life Insurance Company, and Wells Fargo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors, offering goal-based analyses and written recommendations across a range of planning topics without discretionary trading authority.

Business ownership considerations
user avatar
firm logo

Dan C

Series 66

Minneapolis, MN

Thrivent Investment Management

Dan Curry is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He joined Thrivent in 2026 after 11 years working at Richfield Bloomington Honda. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on topics such as retirement, tax, estate, and business planning. The firm delivers goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate services.

Business ownership considerations
user avatar
firm logo

James B

Series 66

Minneapolis, MN

Thrivent Investment Management

James Besmer Jr. is a Series 66-registered financial advisor with Thrivent Investment Management in Minneapolis, MN, where he has worked since 2012. He has 13 years of industry experience and has been affiliated 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. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Rodney S

Series 66

Minneapolis, MN

Thrivent Investment Management

Rodney Schuler is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has over two years of industry experience, including a 21-year tenure at Wells Fargo Bank prior to joining Thrivent in 2022. 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 multiple financial topics, delivered separately from managed-account services, and does not provide portfolio management for institutional clients.

Business ownership considerations
user avatar
firm logo

Kevin S

Series 63, Series 66

Minneapolis, MN

Thrivent Investment Management

Kevin Stumo is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Thrivent and its affiliates since 2005. Outside of his financial advisory role, he officiates youth hockey games with the Suburban Hockey Referee's Affiliation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering broad financial planning without implementation. The firm develops goal-based analyses using client information and modeling tools and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar
firm logo

Robert W

Series 66

Minneapolis, MN

Thrivent Investment Management

Robert Williams III is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 credential and bringing 19 years of industry experience. Prior to joining Thrivent in 2019, he worked at Questar Asset Management and Questar Capital Corporation from 2016 to 2019, and Ameriprise from 2014 to 2016. Outside of his advisory role, Williams is involved in direct sales as an Independent Business Owner with AMWAY and also works as a freelance copywriter for health and personal growth businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning that covers a broad range of topics and integrates with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar
firm logo

Melissa M

Series 63, Series 66

Minneapolis, MN

Thrivent Investment Management

Melissa Mather Bobka is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Prior to that, she was employed at Care.com and Illustrated Properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Melissa D

Series 63, Series 66

Minneapolis, MN

Thrivent Investment Management

Melissa Dupre is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations and possessing 15 years of industry experience. Her career includes multiple roles within Thrivent since 2017, as well as periods at UBS Financial Services, US Bank, and Ameriprise Financial Services. Outside of her advisory work, she manages farmland rental activities through Dexter's Farm LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across a broad range of financial planning topics. The firm’s approach separates planning from implementation and portfolio management, offering an option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Teresa B

Series 66

Minneapolis, MN

Thrivent Investment Management

Teresa Bradley is a financial advisor at Thrivent Investment Management with 19 years of industry experience. She holds the Series 66 designation and has been with 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 Financial Advisors. The firm offers comprehensive, goal-based financial planning that can be combined with managed-account programs under a consolidated billing option, while maintaining separate planning and portfolio management services.

Business ownership considerations
Warmer team member

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.

Find your advisor

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”)