Downers Grove, IL Opus Place Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

18

Of 3,164 advisors across 1,415 offices

Location

1411 Opus Place

Downers Grove IL 60515

Advisors at this office

18

Advisors at this office

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Suzanne F

Series 66

Downers Grove, IL

Thrivent Investment Management

Suzanne Florez Bonville is a Series 66-registered financial advisor with Thrivent Investment Management, based in Downers Grove, IL. She has three years of industry experience and has worked at Thrivent Financial and related entities since 2022, with prior experience at Donohue Brown Mathewson & Smyth, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics without portfolio management or discretionary trading authority.

Business ownership considerations
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Jared B

Series 66

Downers Grove, IL

Thrivent Investment Management

Jared Brooks is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked with Thrivent since 2020. Prior to his financial career, he spent over a decade at Planes Moving and Storage of Chicago. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Business ownership considerations
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Caden B

Series 66

Downers Grove, IL

Thrivent Investment Management

Caden Blazing is a financial advisor at Thrivent Investment Management with a Series 66 credential and less than one year of industry experience. Prior to joining Thrivent, he worked in education and healthcare, including roles at Chungdahm Academy and Mayo Clinic. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm’s approach combines goal-based analyses and planning with managed-account options under a consolidated billing system, while maintaining separate planning and investment services.

Business ownership considerations
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Adam S

Series 63, Series 66

Downers Grove, IL

Thrivent Investment Management

Adam Scheerer is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 66 credentials. He has been with Thrivent and its affiliated entities since 2024 and has prior experience at H&R Block and in state government roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without implementing those recommendations. The firm combines goal-based planning with managed-account programs under a consolidated billing option, maintaining a separation between planning and portfolio management services.

Business ownership considerations
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Brent B

Series 63, Series 65

Downers Grove, IL

Thrivent Investment Management

Brent Bartell is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Thrivent entities since 2006, including roles at Thrivent Financial and its associated teams since 2014. Outside of his advisory work, he is employed part-time as a warehouse associate at an Amazon sortation center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of financial advisors. The firm offers holistic, goal-based financial planning separate from managed-account services, with written recommendations across a range of topics and periodic reviews, but does not provide discretionary portfolio management for institutional clients.

Business ownership considerations
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Paul H

Series 66

Downers Grove, IL

Thrivent Investment Management

Paul Hoyem is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Thrivent Financial Bank and its affiliated entities since 2002. Outside of his advisory role, he serves as a board member of the Detroit Island Landowners Association, where he participates in the maintenance and management of local docks and roads. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements, integrating planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Robert G

Series 63, Series 66

Downers Grove, IL

Thrivent Investment Management

Robert Granner is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he manages a residential condominium unit. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm combines planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining a separation between planning and portfolio management services.

Business ownership considerations
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Daniel G

Series 66

Downers Grove, IL

Thrivent Investment Management

Daniel Gehrs is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. His work history includes positions at Thrivent Financial, LPL Enterprise, and Pruco Securities LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Business ownership considerations
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Dominic T

Series 66

Downers Grove, IL

Thrivent Investment Management

Dominic Tommasone is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has worked in various roles including at Thrivent Financial and Village Automotive. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a wide range of planning topics without implementation. The firm combines goal-based analyses with managed-account options under a consolidated billing system while maintaining separate planning and portfolio management services.

Business ownership considerations
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Andrea H

Series 63, Series 66

Downers Grove, IL

Thrivent Investment Management

Andrea Hansen is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and The Leaders Group Inc. Outside of her advisory work, she serves as a senior vice president at Think2Perform, providing personal coaching to business owners and executives. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial topics through holistic, goal-based analyses. The firm provides these planning services without discretionary trading authority and allows clients to integrate planning with managed-account programs under the WealthPlan option.

Business ownership considerations
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Brian A

Series 63, Series 65

Downers Grove, IL

Thrivent Investment Management

Brian Anderson is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Anderson serves as a board member of the Timothy Christian Foundation, which supports the Timothy Christian School. 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 planning across various topics without discretionary trading authority or institutional portfolio management.

Business ownership considerations
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Richard J

Series 66

Downers Grove, IL

Thrivent Investment Management

Richard Jadron is a financial advisor at Thrivent Investment Management in Downers Grove, IL. He holds a Series 66 designation and began his career in the financial services industry in 2026. His prior work experience includes positions at several financial institutions, including Chase Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics, with options to combine planning services with managed accounts under a consolidated billing arrangement.

Business ownership considerations
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John F

Series 63, Series 65

Downers Grove, IL

Thrivent Investment Management

John Furjanic is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at JP Morgan Securities and Foresters Equity Services. He serves as the recording secretary for Rotary One Chicago, an organization focused on community service projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers the option to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Business ownership considerations
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John D

Series 63, Series 66

Downers Grove, IL

Thrivent Investment Management

John Dziewinski is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes positions at Merrill Lynch and Citigroup, as well as at X-Change Financial Access, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
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Kimberly S

Series 66

Downers Grove, IL

Thrivent Investment Management

Kimberly Smith is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds the Series 66 designation and has previously worked at PD Miller Insurance Agency Inc for twelve years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers a service called WealthPlan that combines planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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