Appleton, WI E Enterprise Ave Office

Team
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Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,187

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

2901 E Enterprise Ave

Appleton WI 54913

Advisors at this office

14

Advisors at this office

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Michelle Y

Series 66

Appleton, WI

Thrivent Investment Management

Michelle Yaniskivis is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and has held roles at Thrivent Financial and Thrivent Investment Management since 2018. Prior to her financial services career, she worked for a decade with the Kimberly Area School District. Outside of her advisory role, she is an independent consultant for Arbonne International, a health and skincare company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various planning topics. The firm’s approach separates planning from portfolio management and does not accept discretionary trading authority for these services.

Business ownership considerations
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Dustin G

Series 63, Series 65

Appleton, WI

Thrivent Investment Management

Dustin Gubin is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial and its affiliated entities since 2015. 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 in areas such as retirement, tax, estate, and special needs planning, without managing discretionary portfolios for institutional clients.

Business ownership considerations
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Stacy G

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Stacy Gonnering is a financial advisor at Thrivent Investment Management in Appleton, WI, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Thrivent and its related entities since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial planning topics without portfolio management or institutional advisory roles. The firm offers goal-based analyses combined with managed-account programs under a consolidated billing structure while keeping planning and portfolio management services separate.

Business ownership considerations
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Heather H

Series 66

Appleton, WI

Thrivent Investment Management

Heather Hilgenberg is a Series 66 licensed financial advisor at Thrivent Investment Management with two years of industry experience. She previously worked at East Wisconsin Savings Bank for 17 years before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering one-time or ongoing financial planning without portfolio management for institutional clients. The firm uses goal-based analyses and offers a combined planning and managed-account program called “WealthPlan” under separate service agreements.

Business ownership considerations
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Bailey H

Series 66

Appleton, WI

Thrivent Investment Management

Bailey Hegg is a Series 66-licensed financial advisor with one year of industry experience, currently with Thrivent Investment Management. Prior to joining Thrivent, Hegg worked in the Appleton Area School District for five years. 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 covering a broad range of topics, with an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Business ownership considerations
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Jamie H

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Jamie Hanuszczak is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Thrivent and its related entities since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and comprehensive written recommendations on various financial topics. The firm combines planning with managed-account services under a consolidated billing option called “WealthPlan” while maintaining separate planning and investment management functions.

Business ownership considerations
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David B

Series 63, Series 65

Appleton, WI

Thrivent Investment Management

David Buss is a financial advisor with Thrivent Investment Management in Appleton, Wisconsin, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he owns a personal photography business and serves on the Board of Personnel at Faith Lutheran Church in Appleton. He also works as a substitute track announcer at Shawano Speedway. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses covering a wide range of planning topics and allows clients to combine planning with managed-account services while maintaining separate engagements.

Business ownership considerations
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William W

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

William Weber is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Northwestern Mutual and a distributor role with AdvoCare, where he sells nutritional supplements. He also serves as a brand ambassador for a clothing company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive planning across various financial topics without implementing recommendations directly. The firm supports combining planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
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Cameron S

Series 63, Series 66

Appleton, WI

Thrivent Investment Management

Cameron Seidl is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Thrivent and its affiliated firms since 2014. 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 covering topics such as retirement, tax, estate, and special needs planning, delivered separately from managed-account services.

Business ownership considerations
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Jason H

Series 63, Series 65

Appleton, WI

Thrivent Investment Management

Jason Hanuszczak is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has been with Thrivent Investment Management since 2004 and Thrivent Financial since 2015. 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 comprehensive written recommendations across various planning areas and allows clients to integrate planning with managed-account services through a consolidated billing option called WealthPlan.

Business ownership considerations
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Janett W

Series 66

Appleton, WI

Thrivent Investment Management

Janett White is a Series 66 credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Her prior roles include positions at Thrivent Financial, Ryan Paape - Apex/Thrivent, Community First Credit Union, Outagamie County, and East Wisconsin Savings Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning without managing implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing arrangement.

Business ownership considerations
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Connor Z

Series 66

Appleton, WI

Thrivent Investment Management

Connor Zilisch is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 designation and three years of industry experience. He has held various roles within Thrivent and has worked outside finance in positions such as at the 10th Frame Bar and Grill and Buffalo Toronto Public Media. Outside of advising, Zilisch serves as an assistant coach for the men's hockey and lacrosse teams at Lawrence University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based analyses and planning without discretionary trading authority, offering integrated solutions that combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Daniel B

Series 63, Series 65

Appleton, WI

Thrivent Investment Management

Daniel Bekx is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Thrivent Investment Management since 2008 and worked within various Thrivent Financial entities during that time. Outside of his advisory role, he performs as a freelance wedding musician and entertainer, providing live and recorded music for private wedding events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Business ownership considerations
user avatar

Jordan K

Series 66

Appleton, WI

Thrivent Investment Management

Jordan Klessig is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked at various roles within Thrivent Financial since 2020. Outside of his advisory work, Klessig serves as the president of Friends of the Brillion Public Library, a nonprofit organization supporting the local library. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm enables clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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