Eau Claire, WI Golf Terrace Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,188

Across 1,421 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

4330 Golf Terrace

Eau Claire WI 54701

Advisors at this office

4

Advisors at this office

user avatar

Oua X

Series 63, Series 66

Eau Claire, WI

Thrivent Investment Management

Oua Xiong is a financial advisor with Thrivent Investment Management in Altoona, WI, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has been with Thrivent and its affiliated entities since 2012. 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 financial analyses and allows clients to combine planning with managed account services under a consolidated billing arrangement, while maintaining separate planning and portfolio management functions.

Business ownership considerations
user avatar

Ian K

Series 66

Eau Claire, WI

Thrivent Investment Management

Ian Kopp is a financial advisor with Thrivent Investment Management in Eau Claire, WI, holding a Series 66 designation and six years of industry experience. He previously worked at Citizens State Bank for ten years before joining Thrivent Financial and Thrivent Investment Management in 2019. 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.

Business ownership considerations
user avatar

Nathan R

Series 66

Eau Claire, WI

Thrivent Investment Management

Nathan Rudebusch is a Series 66-registered advisor with Thrivent Investment Management in Eau Claire, WI. He has over 10 years of experience including civilian service with the US Department of the Army and prior active duty in the US Army. He has been with Thrivent Financial and its investment management division since 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and offers clients the option to combine planning with managed-account programs while keeping services separate.

Business ownership considerations
user avatar

Brady Z

Series 66

Eau Claire, WI

Thrivent Investment Management

Brady Zwiefelhofer is a financial advisor with Thrivent Investment Management based in Eau Claire, WI. He holds a Series 66 designation and has 11 years of industry experience. Since 2014, he has worked with Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he is involved in community organizations including serving as Co-Chair for Festival In The Pines with the Lake Hallie Optimist Club, a trustee for Elks Lodge 1326, and a board member of the Chippewa Falls Kiwanis, all focused on supporting youth and local initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based financial analyses across topics such as retirement, tax, and estate planning. The firm’s approach separates planning services from managed accounts and does not include discretionary trading authority for planning clients.

Business ownership considerations
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