Gettysburg, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Thrivent Advisor Network, LLC
Multi-team
Firm-wide stats for Thrivent Advisor Network, LLC
About
Thrivent Advisor Network, LLC delivers discretionary and non-discretionary investment advisory services through a network of advisory persons to individuals (including high-net-worth clients), families, trusts, estates, businesses and retirement plans. Services include ongoing portfolio management, financial planning, both wrap and non-wrap programs, and access to independent managers and model portfolios.
Advisors typically construct long-term, diversified portfolios using low-cost mutual funds and ETFs but may also use individual equities, bonds, alternative investments, fee‑based annuities and 529 accounts, and may retain legacy positions for portfolio fit or tax reasons. The firm supports internal portfolio management and the selection/oversight of Independent Managers, monitors accounts on a continuous basis, and combines related household accounts for fee billing and review.
TAN is a wholly owned subsidiary of Thrivent Financial for Lutherans and operates alongside affiliated businesses—including Thrivent Asset Management (fund manager), Thrivent Trust Company and Thrivent Bank—and is a licensed insurance agency, so advisors may recommend affiliated mutual funds, ETFs, annuities or insurance products and may receive commissions or referral compensation. These ownership and referral relationships, and the firm’s practice of offering both internal and third‑party management, create conflicts the brochure discloses and says are addressed through training, supervisory oversight and client disclosure.
Based on Thrivent Advisor Network, LLC
Expertise
Based on Thrivent Advisor Network, LLC
Location
1400 Proline Place, Suite 100
Gettysburg PA 17325
Advisors at this office
2
Advisors at this office
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 credentials and 24 years of industry experience. He has worked with Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, among other roles. Dunlop serves as a trustee for Susquehanna University and as board president of Ruth's Harvest Gettysburg, a weekend meal program for food-insecure children in the Gettysburg area. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing diversified portfolios using low-cost mutual funds, ETFs, and other investment options.
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 has four years of industry experience. She previously worked at Freeburn & Hamilton for sixteen years before joining Thrivent Advisor Network in 2020. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm typically constructs long-term, diversified portfolios using low-cost mutual funds and ETFs, while also incorporating other investments as appropriate.
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