Charlotte, NC Park Rd Office

Michael Williams is a Series 66 registered advisor with Thrivent Investment Management, based in Charlotte, NC. He has 21 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans that cover various topics such as retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Terry Halvorson is a financial advisor at Thrivent Investment Management with 29 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 2002. Halvorson is also listed as a representative of record on previously sold Genworth Long-Term Care insurance policies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering planning on a one-time or ongoing basis. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Stephen Kerekes is a financial advisor at Thrivent Investment Management in Charlotte, NC, holding Series 63 and Series 66 credentials with 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management delivers 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 under a consolidated billing option called “WealthPlan,” while keeping planning and account management services separate.

Matthew Wogan is a financial advisor with Thrivent Investment Management in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has been with Thrivent since 2019 and has prior experience with organizations including Alliance of American Football and Empire Distributors of NC. Outside of his advisory role, he serves on the board of a real estate company, coaches kickers and punters in multiple states, and is vice president of a nonprofit that supports disabled veterans through outdoor activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive financial planning without discretionary portfolio management. The firm’s approach emphasizes holistic, goal-based analyses and allows clients to combine planning with managed accounts through a consolidated billing option called WealthPlan.

Charles Beatty is a financial advisor at Thrivent Investment Management with 40 years of industry experience. He has held his current position at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is a co-owner of Five Oaks Farm Realty LLC. 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 and allows clients to combine planning with managed-account programs while maintaining separate service structures.

Riley Zayicek is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 66, Series 65, and Series 63 credentials, and has worked at firms including GreerWalker Wealth, LLC and NYLIFE Securities LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers holistic, goal-based analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.