Berlin, WI Office

David Shattuck is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Thrivent since 2004. Outside of advising, he manages a small business that owns a building in Berlin, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Robert Shattuck is a financial advisor with Thrivent Investment Management in Berlin, WI, holding Series 66 and Series 63 designations and having three years of industry experience. His prior roles include positions at Dick's Sporting Goods, Dominos Pizza, and LaCrosse Lightning Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and recommendations across a broad range of financial topics without portfolio management or discretionary trading authority.

Catherine Hargrave is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has been with Thrivent since 2014 and concurrently worked at THRIVENT Financial since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations on various financial planning topics without including implementation. The firm combines goal-based analyses with managed-account programs under a consolidated billing option, while maintaining a separation between planning and portfolio management services.

James Carriveau is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having five years of industry experience. Prior to his current role at Thrivent since 2020, he served in the Berlin Area School District for five years. Outside of his advisory work, he officiates high school and middle school football games and serves on the boards of the Berlin Area School District and the Berlin Catholic School Endowment. 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 across a broad range of topics, with the option to combine planning with managed-account programs while maintaining separate service components.