Johns Creek, GA Medlock Bridge Pkwy Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,188

Across 1,422 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

9875 Medlock Bridge Pkwy

Johns Creek GA 30022

Advisors at this office

5

Advisors at this office

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Jeffrey H

Series 63, Series 65

Johns Creek, GA

Thrivent Investment Management

Jeffrey Huenniger is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. 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 financial planning that addresses a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
user avatar

James T

Series 66

Johns Creek, GA

Thrivent Investment Management

James Tuenge is a financial advisor with Thrivent Investment Management in Johns Creek, GA. He holds a Series 66 credential and began his advisory career in 2025 after a 28-year tenure at Newell Brands. Outside of his advisory role, he participates in market research studies related to food product testing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary portfolio management. Their approach includes comprehensive written recommendations across various planning areas and allows clients to integrate planning with managed-account services through a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar

John C

Series 66

Johns Creek, GA

Thrivent Investment Management

John Cherry is a financial advisor at Thrivent Investment Management with six years of experience in the industry. He holds a Series 66 designation and previously worked at WestRock for six years. Outside of his advisory role, he serves as Chair of the Outreach Committee at Prince of Peace Lutheran Church, where he leads community engagement activities including support for local schools and nursing home visits. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary portfolio management, delivered through a large network of financial advisors.

Business ownership considerations
user avatar

Mary P

Series 63, Series 65

Johns Creek, GA

Thrivent Investment Management

Mary Palmer is a financial advisor with Thrivent Investment Management in Johns Creek, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2021, following prior roles at Equitable Advisors and AXA Advisors LLC. Before entering financial services, she spent five years with Forsyth County Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across multiple planning areas. The firm offers these services through a large network of advisors without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Michael C

Series 66

Johns Creek, GA

Thrivent Investment Management

Michael Clifford is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial For Lutherans and Thrivent Investment Management since 2009. 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, holistic planning that covers various financial topics without portfolio management or discretionary trading authority, maintaining planning and managed-account services as separate engagements.

Business ownership considerations
View complete list of advisors at this office
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