Fargo, ND 3575 45th Street S Office

Team
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Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,187

Across 1,422 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

3575 45th Street S Ste 104

Fargo ND 58104

Advisors at this office

13

Advisors at this office

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John O

Series 66

Fargo, ND

Thrivent Investment Management

John O’day IV is a Series 66-credentialed advisor at Thrivent Investment Management with four years of industry experience. Prior to joining Thrivent, he worked in education at Northern Cass Public School and Valley City State University. Outside of financial advising, he serves as a Field Manager for the College Gridiron Showcase and works as a caddie for the PGA Tour Champions tournament. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic planning across various financial topics without discretionary trading authority.

Business ownership considerations
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Alex S

Series 66

Fargo, ND

Thrivent Investment Management

Alex Strom is a financial advisor with Thrivent Investment Management in Fargo, ND. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to his current role, his work history includes positions at FM Drywall, Service Plus Solutions, and Grand Canyon University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across various personal and business topics. The firm offers planning engagements on a one-time or ongoing basis and allows clients to integrate planning with managed account services under a consolidated billing arrangement.

Business ownership considerations
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Keith B

Series 66

Fargo, ND

Thrivent Investment Management

Keith Braddock II is a financial advisor with Thrivent Investment Management in Fargo, ND, holding a Series 66 designation and one year of industry experience. He previously worked at Cetera Investment Advisors and Cetera Wealth Services, and has a background that includes several roles outside the financial industry. In addition to his advisory role, Braddock is involved in multiple insurance-related businesses, including serving as an agent and general agent for fixed insurance products. 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 financial topics, combining planning with managed-account programs while maintaining separate services without discretionary trading authority.

Business ownership considerations
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William K

Series 66

Fargo, ND

Thrivent Investment Management

William Keating is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he spent nine years at Atos IT Solutions & Services, Inc. He serves as a board member for Sunset Memorial Gardens, a nonprofit cemetery in Fargo, ND, and is the Sports Director for the Sons of Norway organization, promoting Norwegian heritage and culture. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and broad financial recommendations without portfolio management for institutional clients.

Business ownership considerations
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Corey S

Series 63, Series 66

Fargo, ND

Thrivent Investment Management

Corey Schille is a financial advisor with Thrivent Investment Management in Fargo, ND, holding Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Friendship Inc from 2016 to 2022 before joining Thrivent Financial and Thrivent Investment Management in 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Business ownership considerations
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Christopher P

Series 66

Fargo, ND

Thrivent Investment Management

Christopher Poer is a Series 66-registered financial advisor with Thrivent Investment Management in Fargo, ND, with six years of industry experience. Prior to his current role, he worked in the hospitality sector at Porter Creek Hardwood Grill and Doolittles Woodfire Grill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses across a range of financial planning topics. The firm offers planning as a standalone service or paired with managed accounts through its WealthPlan option, without discretionary trading authority for the planning service.

Business ownership considerations
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Theodore S

Series 63, Series 66

Fargo, ND

Thrivent Investment Management

Theodore Swiontek is a financial advisor with Thrivent Investment Management in Fargo, ND, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Thrivent and its affiliates since 2018 and previously worked at Food Services of America. Outside of his financial advisory role, he serves as chairperson of Clay County Pheasants Forever, focusing on habitat preservation and youth involvement in hunting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive, goal-based planning across various financial topics, allowing clients to integrate planning with managed-account services while maintaining separation between the two.

Business ownership considerations
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Nathan H

Series 66

Fargo, ND

Thrivent Investment Management

Nathan Hopper is a Series 66-credentialed financial advisor with Thrivent Investment Management in Fargo, ND, and has three years of experience in the industry. Prior to his current role, he worked in broadcasting with Gray Television and Sinclair Broadcasting. Outside of his advisory work, he serves in various community roles including board member of the Fargo Masonic Preservation Association and Treasurer for the Scottish Rite Holding Company Board of Trustees. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm provides comprehensive written recommendations across a wide range of financial topics and allows clients to combine planning with managed-account services through its WealthPlan program.

Business ownership considerations
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Alexander O

Series 66

Fargo, ND

Thrivent Investment Management

Alexander Oconnell is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has served in the North Dakota Army National Guard as a Human Resources Officer. Outside of his advisory role, he is involved locally as an MC for community events such as the Christkindlmarkt in Fargo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm delivers holistic, goal-based analyses covering a range of topics, including retirement and estate planning, without discretionary trading authority, and allows clients to combine planning with managed-account options under a consolidated billing arrangement called WealthPlan.

Business ownership considerations
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Joseph S

Series 66

Fargo, ND

Thrivent Investment Management

Joseph Solberg is a financial advisor at Thrivent Investment Management with a Series 66 designation and three years of industry experience. Prior to his advisory role, he served in law enforcement with the West Fargo and Glyndon Police Departments and held a position in the North Dakota Air National Guard for over a decade. He currently serves as principal advisor to the Medical Group Commander in the 119th Medical Group of the North Dakota Air National Guard and is a board member of the Lt Adam Gustafson Memorial Fund, which raises scholarships and supports local emergency services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and broad financial planning topics without discretionary trading authority. The firm offers planning combined with managed-account programs through a consolidated billing option but does not provide institutional portfolio management.

Business ownership considerations
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Tyler R

Series 63, Series 65

Fargo, ND

Thrivent Investment Management

Tyler Rice is a financial advisor at Thrivent Investment Management based in Fargo, ND, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to his current role, he worked at Thrivent Financial and has been involved as a vocalist and guitarist for a cover band called FM All-Stars. He also serves on the board of Inspire Inc., an organization supporting adults with developmental disabilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integration of planning with managed-account programs under its “WealthPlan” option, maintaining separate planning and asset management services.

Business ownership considerations
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Steven A

Series 63, Series 66

Fargo, ND

Thrivent Investment Management

Steven Asche is a financial advisor with Thrivent Investment Management in Fargo, ND, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he serves as chairperson of the Board of Human Care at Immanuel Lutheran Church. 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. Their approach includes written recommendations across various planning topics and the option to integrate planning with managed accounts through a consolidated billing program called “WealthPlan.”

Business ownership considerations
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Todd G

Series 63, Series 66

Fargo, ND

Thrivent Investment Management

Todd Grow is an advisor with Thrivent Investment Management in Fargo, ND. He holds Series 63 and Series 66 licenses and joined Thrivent in 2025 after a 29-year career at Walmart. Outside of his advisory role, Todd serves as a Zone Chairperson for Lions Clubs International, supporting community service activities and club growth within his zone. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across various financial topics, offering flexible engagement models without discretionary trading authority.

Business ownership considerations
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