Manitowoc, WI 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
1765 N 18th St
Manitowoc WI 54220
Advisors at this office
3
Advisors at this office
David K
Series 66
Manitowoc, WI
Thrivent Investment Management
David Koch is a financial advisor at Thrivent Investment Management with one year of industry experience. He previously worked at Berkshire Hathaway for four years and has been with Thrivent since 2024. Outside of his advisory role, he co-owns and manages two rental properties in Manitowoc, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial topics without portfolio management or discretionary trading authority.
Kay V
Series 63, Series 66
Manitowoc, WI
Thrivent Investment Management
Kay Van Sluytman is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Thrivent entities since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account options through its WealthPlan program, with an emphasis on periodic plan reviews delivered by its network of Financial Advisors.
Timothy L
Series 63, Series 66
Manitowoc, WI
Thrivent Investment Management
Timothy Lukasek is a financial advisor with Thrivent Investment Management in Manitowoc, WI, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management continuously since 2004. Outside of his advisory role, he serves as Admissions Chair on the Board of Control for Manitowoc Lutheran High School and is an elder on the church council at St. John Lutheran Church. He also officiates youth and middle school basketball games through the Wisconsin Interscholastic Athletic Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm delivers holistic, goal-based analyses and integrates planning with managed-account programs through a consolidated billing option called WealthPlan, while maintaining separate planning and management services.
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