Hiawatha, IA Boyson Road Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,188

Across 1,421 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

1625 Boyson Road

Hiawatha IA 52233

Advisors at this office

8

Advisors at this office

user avatar

Andrew W

Series 66

Hiawatha, IA

Thrivent Investment Management

Andrew Wegener is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work includes roles at Thrivent Financial, Pro Lawns, the City of Cedar Rapids, and Jersey Mikes, as well as full-time education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across various planning topics. The firm separates its planning services from managed-account programs and does not accept discretionary trading authority for its Dedicated Planning Service.

Business ownership considerations
user avatar

Brittney D

Series 66

Hiawatha, IA

Thrivent Investment Management

Brittney Davis is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and has prior experience working in physical therapy, including roles at Rock Valley Physical Therapy and Fit4Mom, where she coached fitness programs for mothers. She also provides physical therapy services for Broadway shows through NeuroTour. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary portfolio management. The firm combines planning with managed-account options under a consolidated billing arrangement called “WealthPlan.”

Business ownership considerations
user avatar

Jared H

Series 66

Hiawatha, IA

Thrivent Investment Management

Jared Hanstrom is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has prior work history that includes service in the United States Navy and roles in medical waste management and consulting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a wide range of financial topics through a network of advisors. The firm emphasizes holistic, goal-based planning combined with managed-account options under its WealthPlan program, while maintaining a separation between planning and portfolio management services.

Business ownership considerations
user avatar

Michele T

Series 66

Hiawatha, IA

Thrivent Investment Management

Michele Traver is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of her advisory role, she serves as president of Project of Hope Ghana, a nonprofit focused on providing food, water, clothing, and other assistance to those in need. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations across a range of financial topics without managing client accounts directly. The firm’s approach combines holistic, goal-based analyses with flexible planning and managed-account options under a consolidated billing program called WealthPlan.

Business ownership considerations
user avatar

Mark B

Series 63, Series 66

Hiawatha, IA

Thrivent Investment Management

Mark Beckman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. In addition to his advisory role, Beckman works as an independent agent offering Medicare Supplement, Medicare Advantage, and Prescription Drug plans in Iowa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. The firm offers ongoing or one-time planning engagements that cover a wide range of financial topics and integrates these plans with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar

Ethan R

Series 63, Series 66

Hiawatha, IA

Thrivent Investment Management

Ethan Rempel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Cambridge Investment Research, LPL Financial, and Fidelity Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics. The firm separates its planning services from managed accounts and does not accept discretionary trading authority for the Dedicated Planning Service.

Business ownership considerations
user avatar

Connor R

Series 66

Hiawatha, IA

Thrivent Investment Management

Connor Rutledge is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Hiawatha, IA. He has been with Thrivent since 2026, following prior roles at Calvary Christian Academy and experience in event tent rentals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, delivering comprehensive, goal-based financial plans without discretionary trading authority. Their approach allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar

Michael O

Series 66

Hiawatha, IA

Thrivent Investment Management

Michael Olinger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. Prior to his current role, he worked for Murdoch Funeral Homes for 24 years. Outside of his financial advising career, he serves as an ordained minister performing weddings and funerals, volunteers with a local community theater as an actor and crew member, and holds an emeritus position on the board of a nonprofit community foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, estate, and tax matters. The firm combines holistic, goal-based analyses with managed-account programs, while maintaining planning and portfolio management as separate services.

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")