Allison Park, PA Ferguson Rd Office

Team
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Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,212

Across 1,430 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

1736 Ferguson Rd

Allison Park PA 15101

Advisors at this office

5

Advisors at this office

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Alan C

Series 63, Series 65

Allison Park, PA

Thrivent Investment Management

Alan Caulkins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans since 2006 and Thrivent Investment Management since 2004. Outside of his advisory role, he is a member of a local rock and roll band called Mile Post 6, where he plays guitar and provides vocals. 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 analyses and written recommendations on a broad range of financial topics, while keeping planning and managed-account services separate.

Business ownership considerations
user avatar

Alfred T

Series 63, Series 66

Allison Park, PA

Thrivent Investment Management

Alfred Todd III is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Thrivent and its related entities since 2002. Outside of his advisory role, he serves as a board member for Bethel Lutheran Church and as director of Al’s Bike Drive, a nonprofit that purchases bicycles to donate to the Marine’s Toys for Tots Program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses without discretionary trading authority. Their approach includes comprehensive planning across various topics with options to combine planning and managed-account services under a consolidated billing structure.

Business ownership considerations
user avatar

Mark K

Series 63, Series 66

Allison Park, PA

Thrivent Investment Management

Mark Kuehn is a financial advisor with Thrivent Investment Management in Allison Park, PA, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has been with Thrivent and its predecessor entities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial topics without discretionary trading authority. The firm offers integrated planning and managed-account options while maintaining these as separate services.

Business ownership considerations
user avatar

Steven H

Series 63, Series 65

Allison Park, PA

Thrivent Investment Management

Steven Hill is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory work, Hill serves as secretary for Al's Bike Drive, a local charitable program supporting the Toys for Tots initiative by providing new bicycles to children in Western Pennsylvania. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across a range of topics without discretionary trading authority. The firm integrates planning with managed-account programs while keeping these services separate.

Business ownership considerations
user avatar

Eric S

Series 66

Allison Park, PA

Thrivent Investment Management

Eric Spiker is a financial advisor with Thrivent Investment Management based in Allison Park, PA. He holds the Series 66 designation and has five years of industry experience. Prior to joining Thrivent, he worked at Kevin Kilfoyle Insurance Agency and has held various roles including positions at the University of Pittsburgh and the Town of Ocean City. 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 multiple topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
View complete list of advisors at this office
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