Aberdeen, SD Office
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Thrivent Investment Management
Institution
Firm-wide stats for Thrivent Investment Management
About
Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses and nonprofit clients through a network of Financial Advisors, offering the engagement either as a one‑time or an ongoing planning relationship; the brochure notes the service has been provided since 1998. Written recommendations address a broad set of topics—including retirement, income tax, estate, business continuation, divorce and special needs planning—but implementation of recommendations is not included in the Dedicated Planning Service.
The firm develops holistic, goal‑based analyses using modeling tools and client‑provided information, and allows clients to combine planning with its managed‑account program under a consolidated billing option called “WealthPlan,” while keeping the planning and managed‑account services separate. Thrivent states it does not accept discretionary trading authority for the Dedicated Planning Service, conducts periodic (typically annual) reviews of recommendations, and relies on Financial Advisors (who may also be insurance producers) to deliver and update plans.
Notably for a large institutional adviser, Thrivent does not provide portfolio management for institutional clients nor serve as a selector of other advisers for institutional mandates, which is an uncommon profile among comparable firms. The brochure also emphasizes potential conflicts when clients implement recommendations through Thrivent or its affiliates, describes advisor compensation and loan programs, and discloses past regulatory reviews and remediation steps alongside its specialized planning offerings.
Based on Thrivent Investment Management
Location
614 S Main St
Aberdeen SD 57401
Advisors at this office
3
Advisors at this office
Joshua H
Series 63, Series 66
Aberdeen, SD
Thrivent Investment Management
Joshua Hellwig is a financial advisor with Thrivent Investment Management in Aberdeen, SD, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Thrivent, he worked at Matt Scott-Thrivent and has experience with Aberdeen Parks and Recreation as well as Northern State University. Outside of his advisory role, he serves as a part-time drummer in the worship band at Bethlehem Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based analyses without discretionary trading authority.
Matthew S
Series 66
Aberdeen, SD
Thrivent Investment Management
Matthew Scott is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing six years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2019. Outside of his advisory role, Scott participates in the worship band at Bethlehem Lutheran Church in Aberdeen, South Dakota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial topics. The firm delivers these services through a network of financial advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.
Donald M
Series 63, Series 66
Aberdeen, SD
Thrivent Investment Management
Donald Miller is a financial advisor at Thrivent Investment Management in Aberdeen, SD, with 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he is the owner of Miller Management LLC, a small business focused on bookkeeping and light maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans without portfolio management or discretionary trading authority.
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