Fort Worth, TX Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,212

Across 1,430 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

Fort Worth TX

Advisors at this office

5

Advisors at this office

user avatar

Delia A

Series 66

Fort Worth, TX

Thrivent Investment Management

Delia Aderoju is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management for three years and has a background at DXC Technology. 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 covering a range of financial topics, delivered as either one-time or ongoing engagements without portfolio management for institutional clients.

Business ownership considerations
user avatar

Jonathan S

Series 66

Fort Worth, TX

Thrivent Investment Management

Jonathan Shier is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation and three years of industry experience. Before joining Thrivent, he worked at Fidelity Investments and has a background that includes roles outside finance, such as teaching and working at Trek Bicycle. Outside of his advisory work, Shier is active as a musician, playing jazz trumpet at events and performing with bands through Jordan Kahn Music Company, as well as playing keyboard for a local church worship team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining a separation between planning and portfolio management services.

Business ownership considerations
user avatar

Sydney M

Series 66

Fort Worth, TX

Thrivent Investment Management

Sydney Mc Kie is a financial advisor at Thrivent Investment Management with five years of industry experience. Sydney holds the Series 66 designation and has worked previously at Fidelity Investments and JPMorgan Chase Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts through its “WealthPlan” option.

Business ownership considerations
user avatar

Travis H

Series 66, Series 63

Fort Worth, TX

Thrivent Investment Management

Travis Hewuse is a financial advisor with Thrivent Investment Management in Fort Worth, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to his advisory role, he was affiliated with Thrivent Financial and spent over a decade at First Assembly of God. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning without including implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Brisa G

Series 66

Fort Worth, TX

Thrivent Investment Management

Brisa Goodell is a financial advisor at Thrivent Investment Management in Fort Worth, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Thrivent, she worked at Wells Fargo Clearing and Wells Fargo Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various planning topics. The firm offers these planning services separately from managed accounts and does not provide portfolio management for institutional clients.

Business ownership considerations
View complete list of advisors at this office
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