Denver, 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

Denver CO

Advisors at this office

7

Advisors at this office

user avatar

Andria L

Series 66

Denver, CO

Thrivent Investment Management

Andria Lundquist is a financial advisor with Thrivent Investment Management in Denver, CO, holding a Series 66 credential and one year of industry experience. Her prior experience includes roles at State Farm, Charles Schwab & Co., Inc., and Johnson and Boge Insurance. Outside of her advisory work, she owns and operates Vending Empress LLC, managing four vending machines that sell retail non-food items. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a broad range of planning topics without discretionary portfolio management.

Business ownership considerations
user avatar

Trent S

Series 66, Series 63

Denver, CO

Thrivent Investment Management

Trent Strietelmeier is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Charles Schwab for five years. His background also includes positions at Copper Mountain Ski Area, First Bank, and Colorado Christian University. 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 combination of planning and managed-account services through its WealthPlan option, maintaining separation between the two.

Business ownership considerations
user avatar

Douglas C

Series 66, Series 63

Denver, CO

Thrivent Investment Management

Douglas Camelio is a financial advisor at Thrivent Investment Management in Denver, CO, holding Series 66 and Series 63 designations with four years of industry experience. His prior work includes roles at Fidelity Investments and Securitas Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority, and combines planning with managed-account options under a consolidated billing program called WealthPlan.

Business ownership considerations
user avatar

Joshua S

Series 66

Denver, CO

Thrivent Investment Management

Joshua Senkbeil is a financial advisor with Thrivent Investment Management based in Denver, CO. He holds a Series 66 designation and has six years of industry experience, including prior roles at UW-Madison and Carthage College. Outside of his advisory work, he is a managing member of Boesch Estates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses without discretionary trading authority. The firm emphasizes planning across various financial topics and integrates planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar

Gregory B

Series 66

Denver, CO

Thrivent Investment Management

Gregory Bickle is a financial advisor with Thrivent Investment Management in Denver, Colorado. He holds the Series 66 designation and has 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. He serves on the Board of Directors of the Lutheran Family Services Rocky Mountain Foundation, which manages charitable funds for the organization. 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 and a managed-account program under a consolidated billing option while maintaining separate planning and investment services.

Business ownership considerations
user avatar

Steven H

Series 66

Denver, CO

Thrivent Investment Management

Steven Hendrix is a financial advisor at Thrivent Investment Management in Denver, CO, with one year of industry experience. He holds the Series 66 designation and has prior work experience at 5280 Insurance Agency, Eaton Corporation Satellite, and Group Dynamix. 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 and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Business ownership considerations
user avatar

Mauro M

Series 63, Series 66

Denver, CO

Thrivent Investment Management

Mauro Maich is a financial advisor with Thrivent Investment Management in Denver, CO, holding Series 63 and Series 66 credentials and 14 years of industry experience. His career includes roles at Pruco Securities, LLC, Prudential Insurance Company of America, and TIAA-CREF. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on various financial topics without discretionary trading authority. The firm allows clients to integrate planning with managed-account programs through a consolidated billing option while keeping services separate.

Business ownership considerations
View complete list of advisors at this office
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