Chesterbrook, PA Office
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Thrivent Investment Management
Institution
Firm-wide stats for Thrivent Investment Management
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
Location
851 Duportail Road
Chesterbrook PA 19087
Advisors at this office
3
Advisors at this office
Steven G
Series 66, Series 63
Chesterbrook, PA
Thrivent Investment Management
Steven Gdowik is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Prudential Annuities Distributors and Pruco Securities, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. Their approach allows clients to integrate planning with managed accounts through a consolidated billing option called “WealthPlan.”
Kwabena A
Series 65, Series 63, Series 66
Chesterbrook, PA
Thrivent Investment Management
Kwabena Asiedu is a financial advisor at Thrivent Investment Management with Series 65, 63, and 66 licenses and less than one year of industry experience. His prior work includes roles at Morgan Stanley and Medallia Inc., as well as consulting and entrepreneurial ventures, such as Asiedu Consulting. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, providing goal-based financial analyses and planning without discretionary portfolio management.
Benjamin S
Series 65, Series 63
Chesterbrook, PA
Thrivent Investment Management
Benjamin Snyder is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at New York Life Insurance Company and Northwestern Mutual in various capacities. Snyder also has a long tenure with Robin Ford Inc spanning nearly two decades. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across multiple financial topics. The firm’s approach separates planning from implementation and managed accounts, emphasizing ongoing review without discretionary trading authority for its planning service.
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