Gettysburg, PA Office

Team
Updated today

Client AUM

$6,691,334,864

Clients

14,611

Advisors

2

Of 120 advisors across 41 offices

Location

1400 Proline Place, Suite 100

Gettysburg PA 17325

Advisors at this office

2

Advisors at this office

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James D

Series 63, Series 66

Gettysburg, PA

Thrivent Advisor Network, LLC

James Dunlop is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been associated with Thrivent-affiliated firms since 2003 and previously worked at Purshe Kaplan Sterling Investments. Dunlop serves as a trustee for Susquehanna University and is board president of Ruth's Harvest Gettysburg, a weekend meal program for food-insecure children. He also holds leadership roles with the Adams County Community Foundation and the Ortenzio Charitable Trust of Susquehanna University. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, and operates as part of the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Holly R

Series 65, Series 63

Gettysburg, PA

Thrivent Advisor Network, LLC

Holly Rosensteel is a financial advisor with Thrivent Advisor Network, LLC, holding Series 65 and Series 63 licenses and possessing four years of industry experience. She has been with Thrivent Advisor Network since 2020 and previously worked at Freeburn & Hamilton for sixteen years. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement-plan advisory, and access to various investment programs and independent managers.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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