Cape Girardeau, MO Thomas Drive Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,188

Across 1,421 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

1427 Thomas Drive

Cape Girardeau MO 63701

Advisors at this office

4

Advisors at this office

user avatar

Jonathan B

Series 66

Cape Girardeau, MO

Thrivent Investment Management

Jonathan Bremer is a financial advisor with Thrivent Investment Management in Cape Girardeau, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. 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 planning across a broad range of topics, offering planning and managed-account services separately but with a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar

Clara C

Series 66

Cape Girardeau, MO

Thrivent Investment Management

Clara Chavarria is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Her prior roles include positions at Mary's Pence and the Church of the Brethren. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics, without discretionary trading authority or institutional portfolio management.

Business ownership considerations
user avatar

Ethan B

Series 66, Series 63

Cape Girardeau, MO

Thrivent Investment Management

Ethan Brown is a financial advisor with Thrivent Investment Management in Cape Girardeau, MO, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to his current role, he worked in various positions including at Academy Sports and Outdoors and Mercy Fitness. Outside of finance, he occasionally performs as a violinist at weddings and funerals with his brother. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and recommendations across multiple planning areas without portfolio management or institutional advisory services.

Business ownership considerations
user avatar

Carol D

Series 66

Cape Girardeau, MO

Thrivent Investment Management

Carol Duggan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of her advisory role, she serves as President Elect of the Perry County Lutheran Chorale, a volunteer position involving organizing and supporting a local musical group that performs at Lutheran churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers clients integrated planning and managed-account options.

Business ownership considerations
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")