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Cameron M
Series 65, Series 63
Tulsa, OK
Thrivent Investment Management
Cameron Moore is a financial advisor at Thrivent Investment Management in Tulsa, OK, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he spent ten years with Student Mobilization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive goal-based analyses and planning without discretionary portfolio management.
John J
Series 66
Tulsa, OK
Thrivent Investment Management
John James is a Series 66-registered financial advisor at Thrivent Investment Management in Tulsa, Oklahoma, with one year of industry experience. His prior work includes roles in education and at Sherwin Williams. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analysis and periodic plan reviews while keeping planning and managed-account services separate.
Tamaya V
Series 66
Tulsa, OK
Thrivent Investment Management
Tamaya Veldstra is a financial advisor at Thrivent Investment Management in Tulsa, OK, holding a Series 66 designation. She has one year of industry experience and previously worked at various financial institutions and credit unions. 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 on a range of topics and allows clients to combine planning with managed accounts under a consolidated billing option.
Charles D
Series 66
Tulsa, OK
Thrivent Investment Management
Charles Dickson is a financial advisor with Thrivent Investment Management in Tulsa, OK, holding a Series 66 designation and eight years of industry experience. Prior to joining Thrivent in 2018, he worked with LeaderTreks Youth Ministry and Oklahoma State Undergraduate Admissions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on various planning topics without portfolio management or discretionary trading authority.
Robert M
Series 63, Series 66
Tulsa, OK
Thrivent Investment Management
Robert Morgenthaler is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He has been with Thrivent and its predecessor, Trivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves on the board of the Golden Eagles Club, supporting fundraising efforts for the athletic department at Oral Roberts University, and is also ordained to perform wedding ceremonies. 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 that covers a range of topics, with clients able to combine these planning services with managed accounts under a consolidated billing option.
Timothy V
Series 66
Tulsa, OK
Thrivent Investment Management
Timothy Veldstra is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he manages a rental property in Tulsa, Oklahoma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations across various financial topics. The firm offers goal-based analyses and combines planning with managed-account programs while maintaining separation of services and does not provide portfolio management for institutional clients.
James G
Series 63, Series 66
Tulsa, OK
Thrivent Investment Management
James Gibson is a financial advisor at Thrivent Investment Management in Tulsa, OK, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Thrivent, he worked in the automotive sector at Audi Tulsa and has been involved with community organizations including Community Brookside, Albany Music School, and First United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based holistic planning without discretionary portfolio management, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”
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