Carmel, IN N Meridian St Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,161

Across 1,419 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

11711 N Meridian St

Carmel IN 46032

Advisors at this office

18

Advisors at this office

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Theodore K

Series 66

Carmel, IN

Thrivent Investment Management

Theodore Kruzich is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Cardinal Systems for four years and Judson University for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning in areas such as retirement, tax, estate, and special needs. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Business ownership considerations
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Bailey D

Series 66

Carmel, IN

Thrivent Investment Management

Bailey Detamore is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. Prior to joining Thrivent, Detamore worked at Slone Partners and Progressive Eyecare. Outside of work, Detamore serves as the Economic Vitality Chairperson for the Greentown Main Street Association and as Chairman on the Board for Preserve Marriage Ministries, both community-focused organizations in Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning separate from portfolio management through a network of financial advisors.

Business ownership considerations
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Daniel G

Series 63, Series 66

Carmel, IN

Thrivent Investment Management

Daniel Gehle is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2023. Prior to his financial advisory career, he spent 15 years at The Home Depot. Gehle also serves as a board member of LifeWise Academy, an organization focused on educating children about Christian teachings during school hours. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to integrate planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Kevin K

Series 66

Carmel, IN

Thrivent Investment Management

Kevin Karlander is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Karlander coaches youth travel hockey. 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 various topics without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Jessica W

Series 66

Carmel, IN

Thrivent Investment Management

Jessica Watson is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for six years and the Putnam County Health Department for four years. Outside of her advisory role, she works as a travel agent helping clients book trips and serves as a substitute teacher and bus driver for the Greencastle School Corporation. 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. The firm’s services include a broad range of planning topics and offer clients the option to combine planning with managed-account programs under a consolidated billing structure.

Business ownership considerations
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Zachary M

Series 65, Series 63

Carmel, IN

Thrivent Investment Management

Zachary Miskovic is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Northwestern Mutual and Berkshire Hathaway Home Service Indiana Realty. Outside of finance, he is involved in youth hockey coaching and player development for high school teams in Indiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning without portfolio management or institutional advisory services.

Business ownership considerations
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Kristi G

Series 66

Carmel, IN

Thrivent Investment Management

Kristi Grimm is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated firm since 2015. 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 and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and portfolio management services separate.

Business ownership considerations
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Daniel F

Series 63, Series 65

Carmel, IN

Thrivent Investment Management

Daniel Fuehrmeyer is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. 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 financial analyses and planning that can be combined with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Business ownership considerations
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Aaron L

Series 66

Carmel, IN

Thrivent Investment Management

Aaron Lanteigne is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, Aaron serves on the board of Indy Christian Sports Fellowship, an organization focused on supporting individuals through sports and fellowship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics without discretionary trading authority. The firm emphasizes holistic planning and allows clients to combine planning with managed-account services under a consolidated billing option called "WealthPlan."

Business ownership considerations
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Zackary C

Series 66

Carmel, IN

Thrivent Investment Management

Zackary Czerwonky is a financial advisor with Thrivent Investment Management in Carmel, IN, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Edward Jones and various positions in healthcare and hospitality. 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 without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
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Caleb W

Series 66

Carmel, IN

Thrivent Investment Management

Caleb Whicker is a Series 66-credentialed advisor at Thrivent Investment Management with five years of industry experience. He has worked at Thrivent Financial since 2021. Outside of advising, he has held various positions at Cedarville University and the Twin Lakes Camp and Conference Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary portfolio management. The firm offers integrated planning and managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Erland P

Series 66

Carmel, IN

Thrivent Investment Management

Erland Porter is a financial advisor with Thrivent Investment Management in Carmel, IN, holding a Series 66 designation and nine years of industry experience. Prior to joining Thrivent, he worked at Stanley Black & Decker for four years. He serves as Treasurer for New Wineskin Ministries, a church in Indianapolis, where he oversees financial statement preparation and budgeting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on a range of financial topics without portfolio management or implementation. The firm combines goal-based analyses with managed-account programs under consolidated billing, maintaining separate planning and investment services.

Business ownership considerations
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Michael J

Series 66, Series 63

Carmel, IN

Thrivent Investment Management

Michael Johnson is a financial advisor with Thrivent Investment Management in Carmel, IN, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Thrivent, he worked in various roles including at CICOA Aging & In-Home Solutions, Inc. and CliftonLarsonAllen LLP, and he has a background as a CPA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account services through a consolidated billing option.

Business ownership considerations
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Bryce M

Series 66, Series 63

Carmel, IN

Thrivent Investment Management

Bryce Marsh is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Northwestern Mutual in various roles from 2018 to 2026. His background also includes experience outside the financial industry in the restaurant sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses across a broad range of planning topics, with services that can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Alexander T

Series 66, Series 63

Carmel, IN

Thrivent Investment Management

Alexander Taylor is a financial advisor with Thrivent Investment Management in Carmel, IN. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior roles include positions at FOCUS and Ball State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based planning across various financial topics, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Business ownership considerations
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