Collinsville, IL Vandalia St Office

Team
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Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,212

Across 1,430 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

506 Vandalia St

Collinsville IL 62234

Advisors at this office

5

Advisors at this office

user avatar

Logan H

Series 66

Collinsville, IL

Thrivent Investment Management

Logan Hepburn is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America before joining Thrivent Financial in 2019. 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 a consolidated WealthPlan option that combines planning with managed-account services while maintaining them as separate engagements.

Business ownership considerations
user avatar

Ryleigh F

Series 66

Collinsville, IL

Thrivent Investment Management

Ryleigh Farar is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Thrivent, Ryleigh worked at Eckhardt Financial Group and held a variety of roles outside finance, including management positions at The Happy Bakery and Crazy Bowls and Wraps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account services under a consolidated billing arrangement.

Business ownership considerations
user avatar

Dustin E

Series 66

Collinsville, IL

Thrivent Investment Management

Dustin Eckhardt is a financial advisor with Thrivent Investment Management in Collinsville, IL, holding a Series 66 license and 22 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he is the owner of an LLC established to manage future office space. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Business ownership considerations
user avatar

Jared G

Series 66

Collinsville, IL

Thrivent Investment Management

Jared Gray is a Series 66-licensed financial advisor with nine years of experience at Thrivent Financial and Thrivent Investment Management Inc. He began his career after graduating from the University of Missouri-Columbia. Jared is based in Collinsville, Illinois. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based, holistic planning across multiple topics without discretionary trading authority, combining planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Zachary S

Series 66

Collinsville, IL

Thrivent Investment Management

Zachary Sampl is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, following prior roles at SignalPoint Asset Management and Missouri State University. Outside of his advisory work, he serves as a member of the Parish Council at St. Francis of Assisi Catholic Church, providing advisory support to church leadership. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm provides holistic, goal-based financial analyses and planning across multiple areas while keeping planning services separate from managed-account programs.

Business ownership considerations
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