Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Gregory B
Series 66
Oconomowoc, WI
Thrivent Investment Management
Gregory Buxa is a Series 66-licensed financial advisor with 13 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management in Oconomowoc, WI. He has maintained a condo used to support his mother-in-law, reflecting involvement in family-related activities outside his advisory role. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.
Benjamin T
Series 66
Oconomowoc, WI
Thrivent Investment Management
Benjamin Tamms is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has worked at Thrivent Financial since 2019 and previously held positions at Fis and Home Path Financial. Outside of his advisory role, he serves as Vice President of Finance for the Milwaukee chapter of the American Marketing Association, where he oversees account reconciliation and membership tracking. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s services include retirement, tax, estate, and special needs planning, delivered through financial advisors who update plans periodically.
Lane A
Series 63, Series 66
Oconomowoc, WI
Thrivent Investment Management
Lane Albrecht is a financial advisor with Thrivent Investment Management in Oconomowoc, WI, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his financial advisory role, he is involved in farmland ownership, renting farmland on a cost-per-acre basis. 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 without discretionary portfolio management or institutional services.
Mitchell V
Series 66
Oconomowoc, WI
Thrivent Investment Management
Mitchell Vogel is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory role, Vogel is involved in online reselling, primarily buying and selling shoes as part of a personal hobby. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining separation between the two.
Colin S
Series 66
Oconomowoc, WI
Thrivent Investment Management
Colin Schultz is a financial advisor with Thrivent Investment Management in Oconomowoc, WI. He holds the Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he was involved with businesses including K6 Apparel and Promos LLC and Shine and Drive LLC. 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 these services separate.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's 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