Lincoln, NE Infinity Rd 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
1401 Infinity Rd
Lincoln NE 68512
Advisors at this office
3
Advisors at this office
Connor D
Series 66
Lincoln, NE
Thrivent Investment Management
Connor Duis is a Series 66-registered financial advisor with Thrivent Investment Management in Lincoln, Nebraska, with eight years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2018 and previously worked at American Family Insurance's Tara Myers Agency from 2015 to 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial analyses and a consolidated planning and managed-account service known as WealthPlan, while maintaining separate delivery of planning and portfolio management.
Ryan T
Series 66
Lincoln, NE
Thrivent Investment Management
Ryan Thompson is a Series 66 licensed advisor at Thrivent Investment Management with two years of experience in the financial industry. Prior to his current role, he served for 19 years in the Nebraska National Guard and briefly worked at Symmetry Financial Group and the Veterans Benefits Administration. Thompson holds an independent insurance broker position with Symmetry Financial but has no active duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations on a broad range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate oversight of each service.
Nancy S
Series 66
Lincoln, NE
Thrivent Investment Management
Nancy Stepp is a Series 66 registered advisor with Thrivent Investment Management, based in Lincoln, NE, with two years at Thrivent Investment Management and a total of one year of industry experience under the current registration. Her career includes tenure at Thrivent Financial since 2015. Outside of her advisory role, she holds a 25% ownership in a residential resale real estate and property management company. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm enables clients to combine planning with managed-account programs under a consolidated billing option while maintaining separate service arrangements.
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