Colorado Springs, CO Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,161

Across 1,417 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

Colorado Springs CO

Advisors at this office

5

Advisors at this office

user avatar

Elida D

Series 66

Colorado Springs, CO

Thrivent Investment Management

Elida Defrancisco is a financial advisor with Thrivent Investment Management, holding a Series 66 license and one year of industry experience. Her prior work includes positions at Situs AMC and various mortgage and financial services firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning without including implementation. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing system while maintaining separation between planning and portfolio management.

Business ownership considerations
user avatar

Bradley B

Series 66

Colorado Springs, CO

Thrivent Investment Management

Bradley Brunson is a financial advisor with Thrivent Investment Management in Colorado Springs, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Phil Long Ford and Furniture Row. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial planning topics. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs while keeping the services distinct.

Business ownership considerations
user avatar

Julie P

Series 66

Colorado Springs, CO

Thrivent Investment Management

Julie Pressnell is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She has previously worked at Raymond James & Associates and operated Serenity Coaching LLC, where she provided personal development coaching. Thrivent Investment Management offers Dedicated Planning Services focused on individuals, families, businesses, and nonprofit clients, delivering holistic and goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations across various planning areas and integrates planning with managed-account services through its WealthPlan option.

Business ownership considerations
user avatar

Brett D

Series 63, Series 66

Colorado Springs, CO

Thrivent Investment Management

Brett Dismang is a financial advisor at Thrivent Investment Management in Greenwood Village, CO, with nine years at the firm and eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Thrivent, he worked at ITsoft, LLC for three years. 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 a broad range of topics, with options to combine planning with managed-account programs under consolidated billing.

Business ownership considerations
user avatar

Eric G

Series 63, Series 66

Colorado Springs, CO

Thrivent Investment Management

Eric Gilbertson is a financial advisor with Thrivent Investment Management in Colorado Springs, CO, holding the Series 63 and Series 66 designations with seven years of industry experience. He has been with Thrivent and its affiliated entities since 2019, with prior experience at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and T. Rowe Price. He serves as a member of his local homeowners association (HOA) board, a role without financial responsibilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management or institutional advisory services. Their approach includes comprehensive, holistic planning across multiple financial topics, delivered through a network of advisors, with planning services separable from managed-account programs.

Business ownership considerations
View complete list of advisors at this office
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