Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jay L

Series 66, Series 63

Waterloo, IA

Thrivent Investment Management

Jay Lassen is a financial advisor with Thrivent Investment Management in Waterloo, IA, holding Series 66 and Series 63 licenses and three years of industry experience. His career includes roles at Thrivent Financial and Wells Fargo Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed accounts through its WealthPlan program while maintaining separate planning and investment management services.

Business ownership considerations
user avatar
firm logo

Gabriel G

Series 66

Waterloo, IA

Thrivent Investment Management

Gabriel Groothuis is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, with earlier roles including positions at Stifel Nicholas and the University of Northern Iowa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on topics such as retirement, estate, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Amber S

Series 66

Waterloo, IA

Thrivent Investment Management

Amber Swanger is a financial advisor with Thrivent Investment Management who holds a Series 66 designation and has 11 years of industry experience. She has been with Thrivent Financial and its affiliated entities since 2014. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based planning that covers topics such as retirement, tax, estate, and special needs planning, with an option to combine planning with managed-account services under a consolidated billing system called WealthPlan.

Business ownership considerations
user avatar
firm logo

Nolan H

Series 66

Waterloo, IA

Thrivent Investment Management

Nolan Hovland is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 credential and has prior work experience in both education and retail, including roles at Instacart and local school districts. Outside of his advisory role, he is a co-owner and distribution coordinator of a ladder distribution company and assists with a youth springboard diving business operated by his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on comprehensive, goal-based planning covering a wide range of financial topics, offering clients planning without discretionary portfolio management.

Business ownership considerations
user avatar
firm logo

Alex R

Series 63, Series 66

Waterloo, IA

Thrivent Investment Management

Alex Renaud is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of advisory work, he is Co-CEO and President of Kingdom Ventures 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 financial planning on a broad range of topics, with planning and managed-account services delivered under a consolidated billing option called “WealthPlan.”

Business ownership considerations
Warmer team member

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.

Find your advisor

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")