Altamont, IL Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,188

Across 1,424 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

Altamont IL

Advisors at this office

5

Advisors at this office

user avatar

Taylor M

Series 66

Altamont, IL

Thrivent Investment Management

Taylor Main is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and previously worked at Heritage Memorial Funding for seven years. Outside of finance, Main owns and operates a part-time, seasonal business focused on skull cleaning and mounting services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on various financial topics. The firm combines holistic, goal-based analyses with managed-account options while maintaining separate planning and portfolio management services.

Business ownership considerations
user avatar

Ryan E

Series 63, Series 65

Altamont, IL

Thrivent Investment Management

Ryan Eckhardt is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Thrivent and its predecessor Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Eckhardt co-owns and manages several businesses, including an outdoor services company focused on rural habitat improvements and a position on the board of a software development firm serving transaction processing and transportation unions. 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 analyses and planning without discretionary trading authority, emphasizing broad financial topics with ongoing or one-time engagement options.

Business ownership considerations
user avatar

William O

Series 66

Altamont, IL

Thrivent Investment Management

William Ochs is a financial advisor with Thrivent Investment Management in Altamont, IL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Thrivent Financial and various agricultural and educational organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations across multiple financial planning areas without portfolio management for institutional clients.

Business ownership considerations
user avatar

Tanya C

Series 63, Series 65

Altamont, IL

Thrivent Investment Management

Tanya Crehan is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Horace Mann Investors, Inc. and the Favero Agency before joining Thrivent Financial in 2020. Outside of her advisory role, she occasionally coaches girls’ soccer and is involved with the DeSoto County Economic Development Council, organizing a career expo for local high school students. 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 that can be combined with managed-account programs, focusing on a broad range of financial topics without discretionary trading authority.

Business ownership considerations
user avatar

Richard E

Series 63, Series 66

Altamont, IL

Thrivent Investment Management

Richard Eckhardt is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he is co-owner of Eckhardt and Eckhardt Enterprises, LLC, which manages a building used for Thrivent business and leases space to a coffee shop. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across a broad range of financial topics, while maintaining planning and managed-account services separately.

Business ownership considerations
View complete list of advisors at this office
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