Houston, TX 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
Houston TX
Advisors at this office
6
Advisors at this office
Norma G
Series 65, Series 63
Houston, TX
Thrivent Investment Management
Norma Graham is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining Thrivent Financial and Thrivent Investment Management in 2026, she worked at Wells Fargo in various roles from 2016 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a broad range of topics. The firm offers these services through a network of advisors and integrates planning with managed-account programs under a consolidated billing system called WealthPlan.
Leonardo D
Series 66
Houston, TX
Thrivent Investment Management
Leonardo Duchini is a financial advisor with Thrivent Investment Management in Houston, TX, holding a Series 66 license and two years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc and Strategic Financial Advisors, as well as a period with Bradley-Stinson & Associates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers these planning services either as one-time engagements or ongoing relationships, integrating planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Victor A
Series 63, Series 65
Houston, TX
Thrivent Investment Management
Victor Arevalo Melgar is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to his current role, he worked at World Financial Group and has experience in automotive sales, including a position as a car salesman at Houston Sky Auto Sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning in areas such as retirement, tax, and estate without discretionary portfolio management.
Antoine D
Series 66
Houston, TX
Thrivent Investment Management
Antoine Dent is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has previous work experience in real estate and wellness-related businesses. Outside of his advisory role, Dent is involved in nonprofit activities focused on educational scholarships, men's faith-based development, and community support efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account programs under a consolidated billing option while maintaining separate services.
Michael O
Series 66
Houston, TX
Thrivent Investment Management
Michael Ogashi is a financial advisor with Thrivent Investment Management in Houston, TX. He holds the Series 66 designation and has prior work experience at Bank of America and The Home Depot Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on topics such as retirement, estate, and tax planning. The firm separates its planning and managed-account services and does not serve institutional clients with portfolio management or advisor selection.
Olivia A
Series 66, Series 65
Houston, TX
Thrivent Investment Management
Olivia Ayala is a financial advisor at Thrivent Investment Management in Houston, TX, holding Series 65 and Series 66 licenses. She joined Thrivent in 2025 and has a diverse background including roles in retail and education prior to her current position. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary portfolio management. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separation between planning and investment management services.
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