Fairmont, MN 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
301 Downtown Plz
Fairmont MN 56031
Advisors at this office
3
Advisors at this office
Zachary K
Series 66
Fairmont, MN
Thrivent Investment Management
Zachary Krause is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining Thrivent, he worked at First Financial Bank in Winnebago for nine years and owned Krause Custom Construction, LLC for ten years. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based analyses and written recommendations across various planning topics without implementing those recommendations. The firm offers a consolidated billing option called “WealthPlan” that integrates planning with managed-account services while keeping them separate.
Jason B
Series 66
Fairmont, MN
Thrivent Investment Management
Jason Bonnema is a financial advisor with Thrivent Investment Management in Fairmont, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial since 2015 and Thrivent Investment Management since 2014. Outside of his advisory role, he serves on the board of New Creation Ministries, which supports local ministry leaders in Southern Minnesota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering both one-time and ongoing planning engagements that cover a broad range of financial and personal topics without implementation services.
Brandon S
Series 66
Fairmont, MN
Thrivent Investment Management
Brandon Sahr is a financial advisor with Thrivent Investment Management in Fairmont, MN, holding a Series 66 designation and bringing nine years of industry experience. He has been with Thrivent and its related entities since 2016. Outside of his advisory role, Sahr serves on the board of New Horizon Adoption Agency, a nonprofit focused on adoption services, and has been involved with Dell Lutheran Church as a council member. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based planning without discretionary trading authority. The firm integrates planning with managed-account programs through its WealthPlan option while maintaining separate service structures.
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