De Witt, IA 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
908 6th Ave
De Witt IA 52742
Advisors at this office
4
Advisors at this office
Gaylon H
Series 63, Series 65
De Witt, IA
Thrivent Investment Management
Gaylon Heetland is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he is involved in a joint rental property venture with his wife. 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, holistic planning across various financial topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.
Brian S
Series 63, Series 65
De Witt, IA
Thrivent Investment Management
Brian Steward is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Thrivent Investment Management since 2013 and Thrivent Financial for Lutherans since 2014. Thrivent Investment Management offers 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, combining planning with managed-account options under a consolidated billing system while keeping services distinct.
David K
Series 66
De Witt, IA
Thrivent Investment Management
David King is a Series 66-registered financial advisor with Thrivent Investment Management in De Witt, Iowa, where he has worked for four years. His prior experience includes a brief period at Gaylon Heetland and a role at DoorDash. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses across a broad range of financial planning topics. The firm offers these services through a large network of advisors and emphasizes ongoing client review without discretionary trading authority.
Casey W
Series 66
De Witt, IA
Thrivent Investment Management
Casey Walker is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2007. Outside of his advisory role, Walker serves as a board member of the DeWitt Police Foundation, a nonprofit focused on crime prevention and public safety initiatives in the DeWitt area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and supports clients through ongoing reviews and a combination of planning and managed-account options.
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