Fort Wayne, IN Coldwater Road Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,161

Across 1,419 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

9017 Coldwater Road

Fort Wayne IN 46825

Advisors at this office

4

Advisors at this office

user avatar

Willie S

Series 66

Fort Wayne, IN

Thrivent Investment Management

Willie Smith is a financial advisor with Thrivent Investment Management in Fort Wayne, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics and offers an option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Business ownership considerations
user avatar

Elizabeth M

Series 63, Series 65

Fort Wayne, IN

Thrivent Investment Management

Elizabeth Morris is a financial advisor with Thrivent Investment Management in Fort Wayne, IN. She holds Series 63 and Series 65 licenses and has recent experience working with organizations such as the Young Men's Christian Association of Dekalb County and Biggby Coffee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial planning topics. The firm allows clients to combine planning with managed-account services under a consolidated billing arrangement while maintaining separate service structures.

Business ownership considerations
user avatar

Douglas M

Series 66

Fort Wayne, IN

Thrivent Investment Management

Douglas Morris is a Series 66 credentialed financial advisor with seven years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2018, following a twelve-year tenure at Evans Toyota. Morris is based in Fort Wayne, Indiana. 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 various financial topics, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Business ownership considerations
user avatar

Jeffrey A

Series 66

Fort Wayne, IN

Thrivent Investment Management

Jeffrey Arnett is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 20 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Arnett serves as a Foundations Tutor with the Classical Conversations homeschool community, supporting an educational model aligned with his personal teaching. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics, delivered on a one-time or ongoing basis, without discretionary trading authority or institutional portfolio management.

Business ownership considerations
View complete list of advisors at this office
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