Alexandria, MN S Broadway St Office

Team
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Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,188

Across 1,423 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

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

Expertise

Business ownership considerations

Based on Thrivent Investment Management

Location

2308 S Broadway St, Ste 4

Alexandria MN 56308

Advisors at this office

7

Advisors at this office

user avatar

Alan I

Series 63, Series 65

Alexandria, MN

Thrivent Investment Management

Alan Iverson is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for nearly two decades at Anderson Funeral Home as a funeral director. In addition to his advisory role, Iverson is involved with Memory Share, a video streaming company serving funeral homes by providing livestream and recording services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various topics, combining these plans with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.

Business ownership considerations
user avatar

Jeremiah B

Series 63, Series 66

Alexandria, MN

Thrivent Investment Management

Jeremiah Burnham is a financial advisor with Thrivent Investment Management based in Alexandria, MN. He holds Series 63 and Series 66 designations and has two years of industry experience. Prior to his advisory role, he worked in education, including positions at Parkers Prairie Elementary and as a student teacher. 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 planning without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar

Theodore H

Series 63, Series 66

Alexandria, MN

Thrivent Investment Management

Theodore Haar is a financial advisor at Thrivent Investment Management with 39 years of industry experience. He has worked at Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of advising, he is involved in developing a movie script based on the life of WWII military chaplain Delbert Kuehl. 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 planning across various financial topics and allows clients to combine planning with managed-account programs under consolidated billing, while maintaining separate services.

Business ownership considerations
user avatar

Julie A

Series 66

Alexandria, MN

Thrivent Investment Management

Julie Anderson is a financial advisor with Thrivent Investment Management in Alexandria, MN, holding a Series 66 designation and two years of industry experience. Her background includes roles at Thrivent Financial and Glacial Ridge Health System. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs under its WealthPlan option while maintaining separate service structures.

Business ownership considerations
user avatar

Paul A

Series 66

Alexandria, MN

Thrivent Investment Management

Paul Amundson is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is a partial owner of Blue Sunset, LLC, a partnership involved in a Nautical Bowls franchise in Naperville, Illinois. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm emphasizes comprehensive written recommendations across a broad range of planning topics and offers clients the option to combine planning with managed-account services through a consolidated billing system.

Business ownership considerations
user avatar

Timothy U

Series 63, Series 66

Alexandria, MN

Thrivent Investment Management

Timothy Urness is a financial advisor with Thrivent Investment Management in Alexandria, MN, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and Thrivent Investment Management since 2012. Outside of his advisory work, he serves as the public address announcer for his local high school girls soccer games. 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 both one-time and ongoing planning engagements, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Business ownership considerations
user avatar

John S

Series 66

Alexandria, MN

Thrivent Investment Management

John Severson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Investment Management since 2013 and Thrivent Financial for Lutherans since 2014. Outside of his advisory role, Severson serves as a board member for Dollars for Scholars in Alexandria, Minnesota, and is the president of the Century Center Association, a local business owners’ building association. He is also involved in managing a family cabin rental. 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 across a wide range of topics, with an option to combine planning with managed accounts under a consolidated billing structure, while maintaining separation between planning and asset management services.

Business ownership considerations
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