Chicago, IL Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,187

Across 1,423 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

Chicago IL

Advisors at this office

5

Advisors at this office

user avatar

Logan T

Series 66

Chicago, IL

Thrivent Investment Management

Logan Todorovic is a financial advisor at Thrivent Investment Management in Chicago, IL, holding a Series 66 designation with three years of industry experience. His work history includes consecutive roles at Thrivent Financial and Thrivent Investment Management since 2023, as well as academic positions at the University of Illinois and University of Central Florida. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Business ownership considerations
user avatar

Ethan P

Series 63, Series 66

Chicago, IL

Thrivent Investment Management

Ethan Puck is a financial advisor with Thrivent Investment Management in Chicago, IL, holding Series 63 and Series 66 designations and one year of industry experience. His prior work includes roles at Centerstone, Dick's Sporting Goods, Universal Health Systems, and Center Grove Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial topics. The firm’s approach allows clients to combine planning with managed-account programs through a consolidated billing option while keeping those services separate.

Business ownership considerations
user avatar

Charles W

Series 66

Chicago, IL

Thrivent Investment Management

Charles Warner is a Series 66-licensed financial advisor with Thrivent Investment Management in Chicago, IL. He has one year of industry experience and previously held roles at OneDigital and Players Sport and Social. Warner’s background includes work outside finance, such as positions at DoorDash and educational institutions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without portfolio management for institutional clients. The firm provides written recommendations on a range of planning topics and allows integration with managed-account programs under a consolidated billing structure.

Business ownership considerations
user avatar

Chase F

Series 66

Chicago, IL

Thrivent Investment Management

Chase Freiermuth is a financial advisor with Thrivent Investment Management in Chicago, IL. He holds a Series 66 designation and has been working in the industry since 2025. His prior experience includes roles at FORM Wealth Advisors, CenterCoast Private Wealth Management, and other organizations outside finance such as the North American Hockey League and Treasure Island Casino. 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 financial analyses and planning across multiple areas, separate from managed-account services, and has provided these services since 1998.

Business ownership considerations
user avatar

Jeffrey R

Series 66

Chicago, IL

Thrivent Investment Management

Jeffrey Rush is a financial advisor with Thrivent Investment Management in Chicago, IL. He holds the Series 66 designation and has five years of industry experience. His work history includes roles within various Thrivent entities since 2019 and prior experience with Osseo Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic analyses across a broad range of planning topics. The firm offers these services through a network of advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
View complete list of advisors at this office
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