Fort Worth, TX Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

4

Of 3,157 advisors across 1,415 offices

Location

Fort Worth TX

Advisors at this office

4

Advisors at this office

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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
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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. His career includes roles at Thrivent Financial and Fidelity Investments. Outside of advising, he performs as a jazz trumpet and keyboard player for events and a worship team. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides written recommendations on a broad range of topics and allows clients to combine planning with managed-account services.

Business ownership considerations
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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
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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
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