Burnsville, MN County Rd 42 West Office

Team
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Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,212

Across 1,430 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

3000 County Rd 42 West

Burnsville MN 55337

Advisors at this office

27

Advisors at this office

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Charmin E

Series 66

Burnsville, MN

Thrivent Investment Management

Charmin Erickson is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing two years of industry experience. Her background includes roles at Thrivent Financial and Modere, as well as over a decade in education and two decades in direct sales with Mary Kay. Outside of advisory work, she is a partner in a payment processing business and a sales consultant for network marketing household products. 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 analyses and comprehensive written recommendations across retirement, tax, estate, and other planning areas without discretionary trading authority.

Business ownership considerations
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Logan F

Series 66

Burnsville, MN

Thrivent Investment Management

Logan Freeburg is a Series 66-credentialed advisor with Thrivent Investment Management, based in Burnsville, MN. He joined Thrivent in 2026 and has prior experience working with Thrivent Financial and Scot Kretzschmar - Thrivent. 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 on a broad range of financial topics, delivered as one-time or ongoing engagements, without discretionary trading authority.

Business ownership considerations
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Emily S

Series 66

Burnsville, MN

Thrivent Investment Management

Emily Simpson is a Series 66-licensed financial advisor at Thrivent Investment Management with four years of industry experience. She previously worked for U.S. Bank for six years before joining Thrivent in 2022. Outside of her advisory role, Simpson serves as Vice President on her neighborhood homeowners association board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas such as retirement and estate planning. The firm offers planning separate from portfolio management, with options to combine planning and managed accounts under a consolidated billing program called WealthPlan.

Business ownership considerations
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Angela H

Series 66

Burnsville, MN

Thrivent Investment Management

Angela Hanson is a Series 66-registered advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, she worked at Kelly Education and spent 27 years with the USDA Farm Service Agency. 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 financial planning and offers an option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Business ownership considerations
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Bradley B

Series 66

Burnsville, MN

Thrivent Investment Management

Bradley Brager is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has 14 years of experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. 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 focused on a broad range of topics without discretionary trading authority, emphasizing ongoing client engagement and periodic plan reviews.

Business ownership considerations
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John S

Series 66

Burnsville, MN

Thrivent Investment Management

John Stanger is a Series 66-registered financial advisor with Thrivent Investment Management, based in Burnsville, MN, with eight years of industry experience. Prior to his financial career, he served 22 years with the Prior Lake Police Department. He is involved in community activities, serving as a committee member for the Prior Lake Polar Plunge event benefiting Special Olympics and as a board member of Protectors' Peak, a Christian retreat center for law enforcement, military, and clergy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning across a range of topics without portfolio management or discretionary trading authority.

Business ownership considerations
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Yiting L

Series 66

Burnsville, MN

Thrivent Investment Management

Yiting Li is a Series 66-licensed financial advisor with Thrivent Investment Management in Burnsville, MN, and has one year of industry experience. Prior to joining Thrivent, Li was involved with the Family Education and Diabetes Series (FEDS) Community Research for ten years. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option known as “WealthPlan.”

Business ownership considerations
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Brandon H

Series 66

Burnsville, MN

Thrivent Investment Management

Brandon Hoium is a financial advisor at Thrivent Investment Management with Series 66 credentials. He has one year of industry experience and previously worked for Furniture Mart USA for ten years in sales. Thrivent provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates planning with managed-account services under its WealthPlan option.

Business ownership considerations
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Gary O

Series 66

Burnsville, MN

Thrivent Investment Management

Gary Olson is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to his financial career, Olson served for 18 years with Mdewakanton Public Safety. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics without managing client accounts directly.

Business ownership considerations
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Jackson R

Series 66

Burnsville, MN

Thrivent Investment Management

Jackson Raskob is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at State Farm, T-Mobile, and the American Diabetes Association, where he was involved for five years. He also has a decade of experience with Medina Entertainment Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors, offering comprehensive planning across a range of topics without portfolio management or institutional advisory services.

Business ownership considerations
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Dale K

Series 66

Burnsville, MN

Thrivent Investment Management

Dale Kersten is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. His prior work includes positions at The Home Depot and Exlar Corp. Outside of his advisory role, he serves as an election judge in Dakota County and is a board member of Project Miracle, a nonprofit organization focused on providing resources to underserved communities. Thrivent Investment Management delivers dedicated planning services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses across a broad range of financial topics without discretionary trading authority. The firm’s approach allows clients to integrate planning with managed-account programs while maintaining separate service relationships.

Business ownership considerations
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Dario B

Series 66

Burnsville, MN

Thrivent Investment Management

Dario Bilardello is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Minnesota for 13 years. 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 analyses and allows clients to combine planning with managed-account programs, while keeping these services separate.

Business ownership considerations
user avatar

Gavin K

Series 65, Series 63

Burnsville, MN

Thrivent Investment Management

Gavin Kroener is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds Series 65 and Series 63 licenses and has one year of experience in the industry. His prior work includes roles at Jamba Juice, Mendakota Country Club, Hyvee, and the U.S. Soccer Federation Referee Program. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on various financial topics without discretionary trading authority.

Business ownership considerations
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Christopher J

Series 66

Burnsville, MN

Thrivent Investment Management

Christopher Johnson is a financial advisor at Thrivent Investment Management in Burnsville, MN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at DoorDash and the University of Minnesota-Twin Cities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without portfolio management or discretionary authority, and allowing clients to integrate planning with managed accounts through its WealthPlan option.

Business ownership considerations
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Anthony G

Series 66, Series 63, Series 65

Burnsville, MN

Thrivent Investment Management

Anthony Grgas is a financial advisor with Thrivent Investment Management, holding Series 66, Series 63, and Series 65 credentials. He has recently begun his advisory career, joining Thrivent in 2025. Prior to this, he held roles at Lexis-Nexis, Stahlke Bus, Wolters Kluwer, and LegalShield. 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 or institutional portfolio management.

Business ownership considerations
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