Hickory, NC Main Ave SW Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
421 Main Ave SW
Hickory NC 28306
Advisors at this office
3
Advisors at this office
Colby B
Series 66
Hickory, NC
Thrivent Investment Management
Colby Bolick is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent and its predecessor Thrivent Financial for Lutherans since 2009. Outside of his advisory work, Bolick is involved in quality control for Boxcar Grille, a private restaurant chain in North Carolina, and serves as a vice president and trustee board member for Catawba Valley Health System. He also participates as a council member at Bethlehem United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm emphasizes written recommendations across a broad range of planning topics and offers an option to combine planning with managed accounts under a consolidated billing service called WealthPlan.
Collin C
Series 66
Hickory, NC
Thrivent Investment Management
Collin Carlton is a Series 66-registered financial advisor with Thrivent Investment Management, based in Hickory, NC, and has four years of industry experience. He has worked at various Thrivent entities since 2021 and has prior experience at Appalachian State University and Lowe's Home Improvement. Outside of his advisory role, he serves as an ambassador for Muller Choker, an outdoor company specializing in hunting and skeet shooting equipment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm offers integrated planning and managed-account services, emphasizing periodic plan reviews and a broad range of financial topics.
Kelly J
Series 66
Hickory, NC
Thrivent Investment Management
Kelly Jones is a financial advisor with Thrivent Investment Management in Hickory, NC, holding a Series 66 designation and 18 years of industry experience. Jones has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of advisory work, Jones serves on the Board of Directors for the Catawba Medical Foundation, a nonprofit supporting the mission of Catawba Valley Health System. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning across various topics and offers combined planning with managed-account services under a consolidated billing option.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)