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Sarah O
Series 66
Reedsburg, WI
Thrivent Investment Management
Sarah Oberman is a Series 66-licensed financial advisor at Thrivent Investment Management with two years of industry experience. She has worked at Thrivent Financial and its affiliated entities since 2019. Prior to her advisory career, she was a homemaker from 2016 to 2019. 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 and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Michael L
Series 66
Reedsburg, WI
Thrivent Investment Management
Michael Lopp is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has been with Thrivent since 2025. Outside of his financial advisory role, Lopp serves as vice-president for two homeowners associations and occasionally provides pulpit supply teaching at various churches. 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 or institutional advisory services.
Joel G
Series 66
Reedsburg, WI
Thrivent Investment Management
Joel Groskreutz is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2016. Outside of his advisory role, Groskreutz serves as Vice President on the board of the Reedsburg Area Medical Center and is a board member of the K9 Tesla Foundation, which supports therapy dog programs for public safety personnel. 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, focusing on a broad range of financial topics and allowing clients to combine planning with managed-account programs under a consolidated billing option.
Tricia S
Series 66
Reedsburg, WI
Thrivent Investment Management
Tricia Sullivan is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her prior roles include positions at Kohl's Department Stores and Sacred Heart Catholic School. 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 that covers a wide range of topics, with options to combine planning alongside managed-account programs under a consolidated billing structure.
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