Durango, CO 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
Durango CO
Advisors at this office
4
Advisors at this office
Keith P
Series 66
Durango, CO
Thrivent Investment Management
Keith Payden is a financial advisor with Thrivent Investment Management in Durango, Colorado. He holds a Series 66 designation and has 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs through its WealthPlan option while maintaining planning and investment services separately.
Jeffrey S
Series 63, Series 66
Durango, CO
Thrivent Investment Management
Jeffrey Solomonson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Solomonson serves on the boards of Lutheran Family Services Rocky Mountains and the Colorado Warriors Pop Warner Football Club. 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 a range of financial topics and combines planning with managed-account programs under a consolidated service called WealthPlan, while keeping planning and investment management separate.
Lillian T
Series 66
Durango, CO
Thrivent Investment Management
Lillian Timmerman is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Prior to joining Thrivent, she worked at the Durango and Silverton Narrow Gauge Railroad and was involved with the University of Wisconsin-Madison’s Office of Student Financial Aid. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, and estate planning. The firm combines goal-based analyses with managed-account programs while keeping planning and investment services separate.
Clinton J
Series 66
Durango, CO
Thrivent Investment Management
Clinton Jasperson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2013. Outside of advising, he serves as a board member for SERVE 6.8, a nonprofit that assists community members in crisis, and is involved with a business venture supporting a Big Blue Swimschool franchise startup. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors, focusing on goal-based, holistic planning without discretionary trading authority. The firm offers flexible engagement options and integrates planning with managed-account programs under a consolidated billing system called WealthPlan.
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