Duluth, MN W Superior Street Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,212

Across 1,430 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

2711 W Superior Street

Duluth MN 55806

Advisors at this office

4

Advisors at this office

user avatar

Todd R

Series 66

Duluth, MN

Thrivent Investment Management

Todd Rengo is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Duluth, MN, with 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Rengo is the principal of Nordic Connection, LLC, a wholesale distributor and importer of Scandinavian giftware, and serves as an elected director on the Esko High School ISD #99 school board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based analyses across a broad range of planning topics without discretionary portfolio management.

Business ownership considerations
user avatar

Christine H

Series 66

Duluth, MN

Thrivent Investment Management

Christine Hogquist is a financial advisor at Thrivent Investment Management in Duluth, MN, holding a Series 66 credential. She has one year of industry experience, including previous roles at LPL Financial and North Shore Bank of Commerce. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning covering a broad range of topics, with an option to combine planning and managed accounts under a consolidated billing program called WealthPlan.

Business ownership considerations
user avatar

Kevin P

Series 66

Duluth, MN

Thrivent Investment Management

Kevin Pilon is a financial advisor with Thrivent Investment Management in Duluth, MN, holding a Series 66 credential and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Pilon provides occasional cantoring at funerals and serves on the stewardship council at St. Benedict Catholic Parish. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority or institutional portfolio management.

Business ownership considerations
user avatar

Rickie D

Series 66

Duluth, MN

Thrivent Investment Management

Rickie Derks is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has held roles at Thrivent Financial since 2022, following prior positions at Cognate BioServices and several other organizations. Outside of his advisory work, Derks is a board member of the Empowered Women's Network, a group focused on connecting and empowering women in life and business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary portfolio management. The firm’s approach includes broad financial topics and allows clients to integrate planning with managed-account programs through a consolidated billing option.

Business ownership considerations
View complete list of advisors at this office
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