Appleton, WI 3315 N Ballard Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
3315 N Ballard Rd
Appleton WI 54911
Advisors at this office
3
Advisors at this office
Kristin S
Series 63, Series 65
Appleton, WI
Thrivent Investment Management
Kristin Schumacher is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. She has worked with Thrivent and its predecessor since 2003. Outside of her advisory role, she is a partner in a family-formed liability shelter partnership for their hunting land. 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 planning across various financial topics without discretionary trading authority or institutional portfolio management.
Christopher S
Series 63, Series 65
Appleton, WI
Thrivent Investment Management
Christopher Schumacher is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is the managing partner of a liability protection partnership for his hunting land. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers goal-based planning on a range of financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.
Tyler K
Series 66
Appleton, WI
Thrivent Investment Management
Tyler Kruepke is a financial advisor at Thrivent Investment Management with three years of industry experience and holds a Series 66 designation. His career includes roles at Thrivent Financial, Thrivent Investment Management Inc., Thrivent Distributors LLC, and Community First Credit Union. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based analyses and written recommendations on a broad range of financial topics without including implementation. The firm offers clients the option to combine planning with managed-account services through a consolidated billing program called WealthPlan.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")