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Steven S
Series 63, Series 65
Montello, WI
Thrivent Investment Management
Steven Simons is a financial advisor with Thrivent Investment Management in Montello, Wisconsin. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, having worked at Thrivent since 2015. Outside of advising, Simons is involved in local business ventures including co-ownership of property management entities and assisting with maintenance at an assisted living facility operated by his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account services through its “WealthPlan” option while maintaining separate delivery of each.
Jared A
Series 63, Series 66
Montello, WI
Thrivent Investment Management
Jared Abbrederis is a financial advisor at Thrivent Investment Management with eight years of industry experience. Prior to his financial career, he played three years in the National Football League. Outside of advising, he is president of The Abbrederis S.O.W. Foundation, which partners with local human services departments to raise and distribute funds to those in need. He also co-owns a business distributing custom deer hunting blinds and serves on the board of The City of Refuge Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial analyses without discretionary trading authority, and combines planning with managed-account services under a consolidated billing option called WealthPlan.
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