Grand Forks, ND S 31st St Office
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Thrivent Investment Management
Institution
Firm-wide stats for Thrivent Investment Management
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
Location
3535 S 31st St
Grand Forks ND 58201
Advisors at this office
3
Advisors at this office
Karli F
Series 66
Grand Forks, ND
Thrivent Investment Management
Karli Finney is a Series 66-licensed financial advisor with 12 years of industry experience, currently with Thrivent Investment Management. She previously worked at Jnba Financial Advisors Inc. for eight years before joining Thrivent in 2019. Outside of her advisory role, she assists with managing short-term rental properties owned by her family. 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 ongoing or one-time engagements and allows clients to integrate planning with managed accounts through a consolidated billing option called WealthPlan.
Paul J
Series 63, Series 65
Grand Forks, ND
Thrivent Investment Management
Paul Johnson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he is the owner and oversees general operations of a coffee house called The Liquid Bean. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning across various financial topics without discretionary trading authority.
Katie G
Series 63, Series 66
Grand Forks, ND
Thrivent Investment Management
Katie Gowan is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She has held her current role at Thrivent Financial and Thrivent Investment Management Inc since 2015. She holds Series 63 and Series 66 securities licenses and is based in Grand Forks, ND. 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 a broad range of topics without discretionary portfolio management, allowing clients to combine planning with managed-account programs under a consolidated billing option.
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