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Ryan S
Series 66
Newton, NC
Thrivent Investment Management
Ryan Spleet is a financial advisor with Thrivent Investment Management in Newton, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, he volunteers as a football coach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account services under a consolidated billing option called “WealthPlan.”
Natalie K
Series 63, Series 66
Newton, NC
Thrivent Investment Management
Natalie Klopfer is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Vanguard for five years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed account programs under a consolidated billing option while maintaining planning and implementation as separate services.
Michael G
Series 63, Series 66
Newton, NC
Thrivent Investment Management
Michael Gerken is a financial advisor with Thrivent Investment Management in Newton, North Carolina, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is president of Gerken Enterprises, LLC. Thrivent Investment Management serves individuals, families, businesses, and nonprofit clients by providing Dedicated Planning Services that cover a range of financial topics through goal-based analyses. The firm offers these services as standalone or alongside managed accounts under a consolidated billing system called WealthPlan, without discretionary trading authority.
Florance J
Series 66
Newton, NC
Thrivent Investment Management
Florance Johnson is a financial advisor at Thrivent Investment Management with two years of industry experience. They hold a Series 66 designation and have previously worked at Dollar General, HealthSmart Pharmacy, Kohl's, Avon, and several other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning relationships that cover retirement, tax, estate, business continuation, divorce, and special needs planning. The firm uses goal-based analyses and modeling tools, and clients may combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
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