Lake Elmo, MN Eagle Point Blvd Office

Team
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Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,212

Across 1,430 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

8519 Eagle Point Blvd

Lake Elmo MN 55042

Advisors at this office

10

Advisors at this office

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Matthew C

Series 63, Series 65

Lake Elmo, MN

Thrivent Investment Management

Matthew Chew is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 licenses. He joined Thrivent in 2026 and has no prior industry experience in financial advising. His background includes diverse roles across several organizations, including the University of Northwestern St. Paul and various service and security positions. 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 and offers clients the option to combine planning with managed-account services under a consolidated billing structure called “WealthPlan.”

Business ownership considerations
user avatar

Roger W

Series 66

Lake Elmo, MN

Thrivent Investment Management

Roger Williams is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial since 2019. Outside of his advisory role, Williams serves as Vice Chair on the board of the Minnesota Boychoir, a nonprofit organization providing music education and performance opportunities for boys in the Twin Cities area. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a variety of topics. The firm enables clients to combine planning with managed-account programs through its WealthPlan option while keeping the services separate.

Business ownership considerations
user avatar

Tobias K

Series 65, Series 63

Lake Elmo, MN

Thrivent Investment Management

Tobias Kaplan is a financial advisor with Thrivent Investment Management in Lake Elmo, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning without portfolio management, and supports integration with managed-account programs under a consolidated billing system called WealthPlan.

Business ownership considerations
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Robert B

Series 66

Lake Elmo, MN

Thrivent Investment Management

Robert Bryan 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 including roles at Sullivan Cotter and Clinician Nexus. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various planning areas without implementation or discretionary trading authority.

Business ownership considerations
user avatar

Brent V

Series 66

Lake Elmo, MN

Thrivent Investment Management

Brent Van Beusekom is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked at The North Church for four years. Outside of his advisory role, he serves as a substitute teacher in the Anoka Hennepin School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering both one-time and ongoing planning engagements focused on a broad range of topics without managing client portfolios directly.

Business ownership considerations
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Joseph M

Series 66

Lake Elmo, MN

Thrivent Investment Management

Joseph Mahlke is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. He has eight years of industry experience and has been with Thrivent Financial and its investment management division since 2018. Outside of his advisory role, Mahlke volunteers as a worship leader for special events at Crossroads Church and works as a contract musician for various events at Covenant Church. 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 and allows clients to combine planning with managed-account services under a consolidated billing option while maintaining separate planning and investment management components.

Business ownership considerations
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Lynnette M

CFP®, Series 63, Series 66

Lake Elmo, MN

Thrivent Investment Management

Lynnette Mahlke is a CFP® professional with 39 years of industry experience, currently serving at Thrivent Investment Management. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar

Nathan M

Series 66

Lake Elmo, MN

Thrivent Investment Management

Nathan Mcguire is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial advisory career, he worked for South Washington Schools for 24 years. Outside of his advisory role, Mcguire officiates high school and youth basketball games. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Business ownership considerations
user avatar

William H

Series 66

Lake Elmo, MN

Thrivent Investment Management

William Hansen is a financial advisor with Thrivent Investment Management in Lake Elmo, MN. He holds a Series 66 designation and has previous work experience at Jamf spanning 16 years. Hansen joined Thrivent in 2025 and has been associated with the firm and its affiliates since then. 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 analyses encompassing a broad range of planning topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Joseph D

Series 66, Series 63

Lake Elmo, MN

Thrivent Investment Management

Joseph Donohue is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to his current role, he was involved with Donohue Appraisal and spent several years as a stay-at-home parent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers holistic, goal-based planning covering topics such as retirement, income tax, and estate planning, with clients able to combine planning and managed-account services under a consolidated billing option.

Business ownership considerations
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