Batesville, AR Barnett Dr Office

Team
Updated today
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

440 Barnett Dr

Batesville AR 72501

Advisors at this office

4

Advisors at this office

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Braden M

Series 66

Batesville, AR

Thrivent Investment Management

Braden Mead is a financial advisor at Thrivent Investment Management with a Series 66 credential and three years of industry experience. His prior roles include positions at RTS Financial Service, Inc. and Bad Boy Inc, as well as a year at Lyon College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning on a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Keith D

Series 63, Series 65

Batesville, AR

Thrivent Investment Management

Keith Davis is a financial advisor with Thrivent Investment Management in Batesville, Arkansas, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he is involved in a small family-operated cattle grazing business and serves as a member of the Independence County 4-H Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and integrates planning with managed-account services under a consolidated billing system.

Business ownership considerations
user avatar

Wesley B

Series 63, Series 65

Batesville, AR

Thrivent Investment Management

Wesley Brooks is a financial advisor with Thrivent Investment Management, holding Series 63 and 65 licenses and two years of industry experience. His prior work includes roles at Farm Bureau Insurance and Scoot Wood Chrysler. 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 allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Luanne G

Series 66

Batesville, AR

Thrivent Investment Management

Luanne Gregory is a financial advisor with Thrivent Investment Management in Batesville, AR, holding a Series 66 credential and 10 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of her financial advisory role, Gregory has authored an adolescent book for publication and serves as a general board member of the Batesville Housing Authority, which provides housing to low-income senior citizens and disabled individuals. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based analyses and planning recommendations on various financial topics, with services structured to keep planning separate from managed-account programs.

Business ownership considerations
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