Golden Valley, MN Xenia Ave. S. Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

34

Of 3,164 advisors across 1,415 offices

Location

701 Xenia Ave. S., Suite 550

Golden Valley MN 55416

Advisors at this office

34

Advisors at this office

user avatar

Tanner H

Series 65, Series 63

Golden Valley, MN

Thrivent Investment Management

Tanner Haessly is a financial advisor with Thrivent Investment Management in Golden Valley, MN. He holds Series 65 and Series 63 credentials and has five years of industry experience. His prior work includes roles at Ameriprise and Mutual of Omaha Investor Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across various planning topics. The firm allows clients to combine planning with managed-account programs under the WealthPlan billing option while keeping these services separate.

Business ownership considerations
user avatar

Ann K

CFP®, Series 66

Golden Valley, MN

Thrivent Investment Management

Ann Kirchner is a CFP® professional with 14 years of industry experience, currently serving at Thrivent Investment Management in Golden Valley, MN. She has been with Thrivent Financial and Thrivent Investment Management Inc since 2016. Outside of her advisory role, she manages a rental property for her family. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account programs while maintaining separation between the two services.

Business ownership considerations
user avatar

Keith J

ChFC®, Series 63, Series 66

Golden Valley, MN

Thrivent Investment Management

Keith Johnson is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial topics without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Business ownership considerations
user avatar

Sarah C

Series 66

Golden Valley, MN

Thrivent Investment Management

Sarah Coffey is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked in education for over 17 years, including a role at Hopkins Public Schools. Outside of advising, she has coached educational transition programs and works as a restaurant server. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers an optional managed-account program combined with planning under a consolidated billing arrangement called WealthPlan.

Business ownership considerations
user avatar

Brett K

Series 66

Golden Valley, MN

Thrivent Investment Management

Brett Koopman is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves on the Board of Trustees for Mount Carmel Ministries and is a director and owner of a family farm corporation, Chedna, Ltd. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning addressing a wide range of topics, providing ongoing or one-time planning relationships without discretionary portfolio management for institutional clients.

Business ownership considerations
user avatar

Seamus O

Series 66

Golden Valley, MN

Thrivent Investment Management

Seamus Ott is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Prime Therapeutics. Outside of finance, he serves as an assistant coach for a high school ultimate frisbee program. 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 multiple areas, allowing clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
user avatar

Mark M

Series 63, Series 66

Golden Valley, MN

Thrivent Investment Management

Mark Morton is a financial advisor with Thrivent Investment Management in Golden Valley, Minnesota, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 that covers various topics such as retirement, income tax, and estate planning, with options to combine planning and managed-account services under a consolidated billing arrangement.

Business ownership considerations
user avatar

Tian E

Series 66

Golden Valley, MN

Thrivent Investment Management

Tian Elder is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, Elder worked in marketing roles and at Chick-Fil-A. He is also involved in a team marketing position supporting Xcel Energy and Center Point Energy programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and recommendations across various planning topics without portfolio management or implementation services.

Business ownership considerations
user avatar

Andrew G

ChFC®, Series 63, Series 66

Golden Valley, MN

Thrivent Investment Management

Andrew Gerling is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and 66 licenses and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Gerling is an on-call firefighter for the City of Golden Valley, a scuba diving instructor, a prize chairman for the Ducks Unlimited Lake Minnetonka Chapter, and a seaplane pilot for Adventure Seaplanes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based planning analyses across a broad range of topics, delivering written recommendations without implementation, and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
user avatar

Nathan P

Series 65, Series 63

Golden Valley, MN

Thrivent Investment Management

Nathan Perbix is a financial advisor at Thrivent Investment Management in Golden Valley, MN, holding Series 65 and Series 63 licenses with nine years of industry experience. He has been with Thrivent and its affiliated entities since 2017, including roles at Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. Their approach integrates comprehensive written recommendations and allows clients to combine planning with managed accounts through a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Andrew Z

Series 66

Golden Valley, MN

Thrivent Investment Management

Andrew Zgurich is a financial advisor at Thrivent Investment Management with a Series 66 designation and experience spanning roles at Everest Financial Group, A to Z Tax Advisors, and Uber Technologies. He has been with Thrivent since 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial planning topics without discretionary trading authority.

Business ownership considerations
user avatar

Michael M

Series 66

Golden Valley, MN

Thrivent Investment Management

Michael Meader is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 credential and four years of industry experience. Before joining Thrivent, he worked at the University of Minnesota and Woodcrest Baptist Academy. Outside of finance, he produces content for an entertainment company focused on Indian movies. 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 analyses and planning across a broad range of topics without discretionary trading authority or institutional portfolio management.

Business ownership considerations
user avatar

Nicholas K

Series 66

Golden Valley, MN

Thrivent Investment Management

Nicholas Kouchoukos III is a financial advisor at Thrivent Investment Management with two years of experience in the industry. He holds a Series 66 designation and has worked at various Thrivent entities as well as Advanced Wealth Management and Winnesota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm enables clients to combine planning with managed accounts through a consolidated billing option while keeping services administratively separate.

Business ownership considerations
user avatar

Gwenn B

CFP®, Series 66

Golden Valley, MN

Thrivent Investment Management

Gwenn Branstad is a CFP® professional with 23 years of industry experience, currently serving at Thrivent Investment Management since 2004. She is based in Golden Valley, MN, and holds the Series 66 designation. Outside of her advisory role, she serves as the outgoing Chair of the Bethlehem Lutheran Church Foundation board, which manages grantmaking aligned with the church’s mission. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based planning across various topics and enables clients to integrate planning with managed-account programs under a consolidated billing option while keeping these services distinct.

Business ownership considerations
user avatar

Timothy H

Series 66

Golden Valley, MN

Thrivent Investment Management

Timothy Hanson is a financial advisor at Thrivent Investment Management with three years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo and US Bank. Outside of his advisory work, he serves as a board member of the St. Louis Park Rotary Foundation and is a partner in a fence sales and installation business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses and written recommendations across various planning topics. The firm offers clients the option to combine planning with managed-account services through its WealthPlan program while maintaining these services separately.

Business ownership considerations
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")