Chicago, IL S Lasalle St 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

190 S Lasalle St

Chicago IL 60603

Advisors at this office

11

Advisors at this office

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Anne W

Series 63, Series 66

Chicago, IL

Thrivent Investment Management

Anne Whiting is a financial advisor with Thrivent Investment Management in Chicago, IL, holding Series 63 and Series 66 credentials and 15 years of industry experience. Her prior work experience includes positions at Thrivent Financial, O Long Law, LLC, Churchill Capital USA, Inc., and Rodan + Fields. 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. Their approach includes periodic reviews and allows clients to combine planning with managed-account services through a consolidated billing option.

Business ownership considerations
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David H

Series 66

Chicago, IL

Thrivent Investment Management

David Henry is a financial advisor with Thrivent Investment Management in Chicago, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Henry retains a law license for personal use. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based financial planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services distinct.

Business ownership considerations
user avatar

Carla S

Series 63, Series 66

Chicago, IL

Thrivent Investment Management

Carla Snedden is a financial advisor at Thrivent Investment Management in Chicago, IL, with seven years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Illinicare and Family Health Network. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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James T

Series 66

Chicago, IL

Thrivent Investment Management

James Thayer is a financial advisor at Thrivent Investment Management in Chicago, IL, holding a Series 66 designation with 18 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, he holds a minority ownership interest in a closely held corporation that owns farmland. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and planning across various topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority in its Dedicated Planning Service.

Business ownership considerations
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Kyle G

Series 66

Chicago, IL

Thrivent Investment Management

Kyle Gorman is a financial advisor with Thrivent Investment Management based in Chicago, IL. He holds a Series 66 designation and has two years of experience in the industry, including prior roles at New York Life and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based analyses and written recommendations on a broad range of financial planning topics but does not manage client portfolios for institutional clients.

Business ownership considerations
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Joseph S

Series 63, Series 65

Chicago, IL

Thrivent Investment Management

Joseph Struck is a financial advisor with Thrivent Investment Management in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Thrivent Financial since 2023 and prior experience at State Farm Vp Management Corp. and Mike Matkowskyj Insurance Agency. 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 offers integrated planning and managed-account options through its WealthPlan program, emphasizing ongoing plan reviews and a broad range of financial topics.

Business ownership considerations
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Alison L

Series 66

Chicago, IL

Thrivent Investment Management

Alison Litowsky is a financial advisor with Thrivent Investment Management in Chicago, IL. She holds the Series 66 designation and has been with Thrivent since 2025. Her prior experience includes roles at Accenture Federal Services and self-employment. 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 planning and allows clients to combine planning with managed-account services while keeping them separate.

Business ownership considerations
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Deegan D

Series 66

Chicago, IL

Thrivent Investment Management

Deegan Dickson is a financial advisor at Thrivent Investment Management in Chicago, IL, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Asset Living, Solid Rock Masonry, and Vector Marketing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary trading authority. The firm’s approach allows clients to combine planning with managed accounts under a consolidated billing option while keeping services separate.

Business ownership considerations
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Anmin H

Series 66

Chicago, IL

Thrivent Investment Management

Anmin Hui is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to joining Thrivent, Hui held academic and research roles at institutions including Loyola University of Chicago, the University of Chicago, and the Baumhart Center for Social Enterprise and Responsibility. Hui is also the founder of SCC Empowerment Collective, a nonprofit organization that organizes community engagement summer programs for youth, and has entrepreneurial involvement in kitchen tool development. 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 analyses and integrates planning with managed-account programs while maintaining separate service structures.

Business ownership considerations
user avatar

Kyler K

Series 66

Chicago, IL

Thrivent Investment Management

Kyler Kulasik is a Series 66 licensed advisor at Thrivent Investment Management in Chicago, IL, with one year of industry experience. Prior to joining Thrivent, he worked in various roles including six years at Chipotle. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial planning without portfolio management or discretionary trading authority.

Business ownership considerations
user avatar

Caroline R

Series 63, Series 66

Chicago, IL

Thrivent Investment Management

Caroline Rennemann is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Thrivent since 2018, following a decade of experience at Bank of America. Outside of her advisory role, she provides pet care services as a dog walker and overnight pet sitter. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a broad set of financial topics. The firm provides these services through a large network of advisors, emphasizing planning without discretionary trading authority.

Business ownership considerations
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