Ontario, CA Office

Team
Updated today
Thrivent Advisor Network, LLC logo

Thrivent Advisor Network, LLC

Multi-team

Firm-wide stats for Thrivent Advisor Network, LLC

Total advisors

112

Across 39 offices

Clients per advisor

130 Very High

Avg AUM per client

$457,966 Low

HNW client ratio

10% Low

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

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

Based on Thrivent Advisor Network, LLC

Location

3333 East Concours Ste 8100, Suite 8100

Ontario CA 91764

Advisors at this office

4

Advisors at this office

user avatar

Thomas C

Series 66

Ontario, CA

Thrivent Advisor Network, LLC

Thomas Chronis is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 credential and two years of industry experience. He has worked with Thrivent Investment Management Inc and PKS Investments and serves as Vice President and Partner of IEFC, LLC, where he oversees finances and hiring for Concours Capital Advisors. Chronis also has experience selling fixed insurance contracts. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning, utilizing a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
user avatar

Lauren A

CFP®, ChFC®, Series 63, Series 65

Ontario, CA

Thrivent Advisor Network, LLC

Lauren Althaus is a CFP® and ChFC® with 34 years of experience in financial advising. She is currently with Thrivent Advisor Network, LLC and has previously worked with Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. In addition to her advisory work, she holds ownership interests in several commercial properties and serves as a business development consultant for an LLC related to her firm. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, diversified portfolio construction using low-cost mutual funds and ETFs, while also offering access to independent managers and a range of investment options.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
user avatar

Kevin W

Series 66

Ontario, CA

Thrivent Advisor Network, LLC

Kevin Webb is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Thrivent Advisor Network, LLC and has previously worked at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory role, Webb serves as a board member for Habitat for Humanity Pomona Valley, a charitable organization focused on providing affordable housing. Thrivent Advisor Network, LLC offers investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, with a focus on constructing long-term, diversified portfolios using a range of investment vehicles including mutual funds, ETFs, and alternative investments. The firm supports both discretionary and non-discretionary management and integrates affiliated insurance and financial services products.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
user avatar

Robert O

Series 66

Ontario, CA

Thrivent Advisor Network, LLC

Robert Osgood is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and eight years of industry experience. He has worked with several entities affiliated with Thrivent since 2018 and previously with Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as Treasurer and Secretary of IEFC, LLC, overseeing its finances and strategic direction. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm typically constructs long-term, diversified portfolios using low-cost mutual funds and ETFs, while offering access to independent managers and model portfolios.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
View complete list of advisors at this office
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