Hancock, MI 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
103 Quincy St
Hancock MI 49930
Advisors at this office
2
Advisors at this office
Ross R
Series 66
Hancock, MI
Thrivent Investment Management
Ross Rinkinen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans since 2012 and Thrivent Investment Management since 2011. Outside of his advisory role, he serves as president of the Copper Country Walleye Association, vice president of the Chassell Lions Club, and is involved in refereeing and coaching hockey at the high school and college levels. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.
Travis H
Series 63, Series 65
Hancock, MI
Thrivent Investment Management
Travis Hanson is a financial advisor with Thrivent Investment Management in Hancock, MI, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Prior to his current role, he worked at Finlandia University for six years. He serves as president of the Houghton Hancock Lions Club and chairs the endowment committee for Gloria Dei Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various financial topics without discretionary trading authority and allows clients to integrate planning with managed-account programs under a consolidated billing option.
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