Brandon, FL N Parsons Ave 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

407 N Parsons Ave

Brandon FL 33510

Advisors at this office

6

Advisors at this office

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Nehemiah A

Series 66

Brandon, FL

Thrivent Investment Management

Nehemiah Auble is a financial advisor at Thrivent Investment Management with a Series 66 designation. He has less than one year of industry experience and began his career at Thrivent in 2026. Prior to his current role, his background includes work at Liberty University and various other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements, addressing a broad range of financial topics.

Business ownership considerations
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Matthew O

Series 66

Brandon, FL

Thrivent Investment Management

Matthew Oleson is a Series 66 credentialed financial advisor with Thrivent Investment Management in Brandon, FL, where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, Oleson serves as president of the Parsons Oaks Condominium Association, a property owners association for the office park where his office is located. 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 and offers clients the ability to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and portfolio management separate.

Business ownership considerations
user avatar

Richard S

CFP®, Series 63, Series 66

Brandon, FL

Thrivent Investment Management

Richard Steinbrueck is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he owns and updates a website offering original music, educational materials, and memorabilia, and participates in church and school fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial plans without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option while keeping services separate.

Business ownership considerations
user avatar

Quinton B

Series 63, Series 65

Brandon, FL

Thrivent Investment Management

Quinton Baker is a financial advisor with Thrivent Investment Management in Brandon, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to his current role beginning in 2021, he worked at AE Wealth Management, LLC and Big Financial Services LLC from 2019 to 2021. Outside of finance, he serves as president of QB Construction LLC, a company specializing in new construction and remodeling projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm focuses on holistic, goal-based planning across multiple financial topics and offers planning that can be combined with managed-account services under a consolidated billing program.

Business ownership considerations
user avatar

Donald O

Series 66

Brandon, FL

Thrivent Investment Management

Donald Oleson Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 28 years of industry experience. He 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, focusing on holistic, goal-based financial analyses and written recommendations across various planning areas. The firm offers these services through a network of Financial Advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar

James M

Series 63, Series 66

Brandon, FL

Thrivent Investment Management

James Moore is a financial advisor with Thrivent Investment Management in Brandon, FL, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has been with Thrivent and its affiliated firms since 2014. Outside of his advisory role, Moore is a 10% partner in Roosters Restorations, a landscaping and lawn maintenance business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed, goal-based financial planning without portfolio management or discretionary trading authority. The firm’s planning services cover a wide range of topics and can be combined with managed-account programs under a consolidated billing option.

Business ownership considerations
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