Bloomington, MN E Bush Lake Road Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

7

Of 3,164 advisors across 1,415 offices

Location

7801 E Bush Lake Road

Bloomington MN 55439

Advisors at this office

7

Advisors at this office

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Larry B

ChFC®, Series 63, Series 66

Bloomington, MN

Thrivent Investment Management

Larry Borlaug is a financial advisor with Thrivent Investment Management in Bloomington, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 42 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

Business ownership considerations
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Bryan L

Series 66

Bloomington, MN

Thrivent Investment Management

Bryan Lage is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. His background includes roles at Thrivent Financial, Northwestern Mutual Investment Services, and agricultural operations such as Stine Seed and Brandon Lage Farms. Outside of advising, he is involved in farm operations, working as a truck driver hauling sugar beets. 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 planning covering topics such as retirement, taxes, and estate planning, without implementing recommendations directly, and allows clients to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Sheri D

Series 63, Series 66

Bloomington, MN

Thrivent Investment Management

Sheri Deutz is a financial advisor with Thrivent Investment Management in Bloomington, MN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, income tax, estate, business continuation, divorce, and special needs without portfolio management or institutional advisory services.

Business ownership considerations
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David W

Series 66

Bloomington, MN

Thrivent Investment Management

David Wittenberg is a Series 66-registered financial advisor with Thrivent Investment Management, based in Bloomington, MN. He has 11 years of industry experience and has worked with Thrivent Financial since 2015. Outside of his advisory role, he serves as the secretary for the Chatterton Home Owners Association, managing meeting notes and communications for the neighborhood. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based financial planning on a range of topics, with the option to combine planning with managed-account services under a consolidated billing structure.

Business ownership considerations
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Ann Marie W

Series 63, Series 65

Bloomington, MN

Thrivent Investment Management

Ann Marie Wilson is a financial advisor at Thrivent Investment Management with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Thrivent and its affiliated entities since 2002. Outside of her advisory role, she serves on the board of a charity focused on improving training for individuals with autism. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on various financial planning topics without managing client portfolios directly. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
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Alexander G

CFP®, Series 66

Bloomington, MN

Thrivent Investment Management

Alexander Gonzalez is a CFP® professional with 22 years of experience, currently serving at Thrivent Investment Management since 2003. He holds the Series 66 designation and is based in Bloomington, MN. Outside of his advisory role, Gonzalez volunteers as a board member for Meals on Wheels Bloomington, contributing to strategic planning and executive oversight, and serves on the Towndale Association board managing local community affairs. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial analyses and supports clients with planning services separate from managed accounts, emphasizing non-discretionary advisory relationships and periodic plan reviews.

Business ownership considerations
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Matthew F

ChFC®, Series 66

Bloomington, MN

Thrivent Investment Management

Matthew Forsman is a ChFC® and holds a Series 66 license. He has 18 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. He serves as a general member of the Kimble Lake Improvement District, participating in board meetings focused on managing aquatic invasive species and water quality. 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 range of topics without discretionary trading authority, allowing clients to combine planning with managed-account services if desired.

Business ownership considerations
View complete list of advisors at this office
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