Cottage Grove, MN 90th St S 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
8750 90th St S
Cottage Grove MN 55016
Advisors at this office
6
Advisors at this office
Joshua J
Series 66
Cottage Grove, MN
Thrivent Investment Management
Joshua Johnson is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and previously worked at Great Lakes Coca Cola for seven years. Outside of his advisory role, he is a co-owner of an online dietary supplement startup called GUT HABITS LLC. 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 planning across various financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option.
Daniel M
Series 66
Cottage Grove, MN
Thrivent Investment Management
Daniel Myers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of advising, he is a co-member of Bonanza Grove LLC, a commercial property management entity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and integrates planning with managed-account services through its WealthPlan consolidated billing option.
Arlene M
Series 63, Series 66
Cottage Grove, MN
Thrivent Investment Management
Arlene Myers is a financial advisor with Thrivent Investment Management in Cottage Grove, MN, holding Series 63 and Series 66 designations and 29 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning across various financial topics and offers a consolidated billing option that combines planning with managed-account services, while keeping them separate.
Matthew B
Series 66
Cottage Grove, MN
Thrivent Investment Management
Matthew Brunner is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2020. Prior to his financial services career, he was involved with Finnegans Brew Co. and Grandmas Restaurants Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account options under consolidated billing while maintaining separate service structures.
Autumn S
Series 66
Cottage Grove, MN
Thrivent Investment Management
Autumn Schinka is a financial advisor with Thrivent Investment Management in Cottage Grove, MN. She holds the Series 66 designation and has three years of industry experience. Prior to joining Thrivent, she spent 20 years at Best Buy Co., Inc. Outside of advising, she works occasionally as a freelance video producer and director and serves as president of the Stillwater Area High School Girls Golf Booster Club. 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 covering a wide range of financial topics, with the option to combine planning with managed-account services under a consolidated billing system.
Courtney M
Series 66
Cottage Grove, MN
Thrivent Investment Management
Courtney Myers is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2014. Outside of her advisory role, Myers serves as chair of Secondhand Hounds, a nonprofit animal rescue organization in Minnesota. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service delivery.
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