Kalispell, MT 2nd Avenue West Office

Team
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Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,188

Across 1,423 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

322 2nd Avenue West

Kalispell MT 59901

Advisors at this office

5

Advisors at this office

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Nicholas C

Series 66

Kalispell, MT

Thrivent Investment Management

Nicholas Clark is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, Clark is a deacon at Whitefish Assembly, a church position involving board-like responsibilities, and is a silent partner in a long-haul transportation business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Business ownership considerations
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Kelsi H

Series 66

Kalispell, MT

Thrivent Investment Management

Kelsi Haugen is a financial advisor with Thrivent Investment Management in Kalispell, MT, holding a Series 66 designation and over three years of industry experience. She has been with Thrivent and its affiliates since 2022, following prior roles at Ideal Option and Bosley. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and planning across various financial topics without managing client portfolios or serving institutional mandates.

Business ownership considerations
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Peter P

Series 66, Series 63, Series 65

Kalispell, MT

Thrivent Investment Management

Peter Pius is a financial advisor with Thrivent Investment Management in Kalispell, MT, holding Series 66, Series 63, and Series 65 credentials and seven years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Franz Family Bakery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on a broad range of planning topics without discretionary trading authority. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
user avatar

Connor N

Series 66

Kalispell, MT

Thrivent Investment Management

Connor Neumann Sleeper is a Series 66-registered advisor with Thrivent Investment Management, based in Kalispell, MT, with two years of industry experience. Prior to joining Thrivent, he was involved with Youth With A Mission for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning on various topics including retirement and estate planning, with ongoing reviews but does not offer portfolio management for institutional clients.

Business ownership considerations
user avatar

Raymond V

Series 63, Series 66

Kalispell, MT

Thrivent Investment Management

Raymond Vincent is a financial advisor with Thrivent Investment Management in Kalispell, MT. He holds Series 63 and Series 66 registrations and has one year of industry experience. Prior to his advisory role, he spent 25 years with RSV Pools, Inc. Outside of advising, he jointly owns a rental townhouse with his wife and occasionally assists with its maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based financial analyses and planning without discretionary trading authority, enabling clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
View complete list of advisors at this office
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