Minneapolis, MN Portland Avenue South Office

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Bryan Wildes is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing one year of experience to his role. His prior work includes four years at Willis Towers Watson and multiple positions at Thrivent Financial since 2018. Outside of his advisory work, he is a singer and bass player in a post-punk electronic experimental rock band and also writes and self-publishes short and long fiction. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic goal-based analyses and planning without discretionary trading authority. The firm’s services cover a wide range of topics, including retirement, tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing structure.

Jennifer Dixon is a financial advisor with Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has 10 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and Hornor Townsend & Kent Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

Eliza Evans Teague is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. She has been with Thrivent and its affiliated entities since 2016, with prior experience serving the City of Tekoa from 2021 to 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas without managing client portfolios directly. The firm’s approach integrates goal-based analyses and allows clients to combine planning with managed accounts through a consolidated billing option called “WealthPlan.”

Brian Pludeman is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including 15 years with Thrivent. Outside of his advisory role, he serves as Director of the Concession Stand for the Lakes International Language Academy Booster Club, coordinating volunteers and managing inventory. 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 planning that covers a broad range of topics, allowing clients to combine planning with managed account programs under a consolidated billing option while keeping services separate.

Andrew Miller is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Wells Fargo, JPMorgan Chase, Apple, and other firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on a broad range of financial planning topics without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Christopher Muller is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 26 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2007. His credentials include Series 63 and Series 65 licenses. 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 across various topics and allows clients to integrate planning with managed-account programs while keeping these services separate.

Fred Lee is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with 21 years of industry experience. His career includes roles at U.S. Bancorp Investments, Wells Fargo Clearing Services, J.P. Morgan Securities, Morgan Stanley, and Banc of America Investment Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering detailed, goal-based planning across a broad range of financial topics without discretionary trading authority.

Michael Roberts is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 11 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Ameriprise Financial Services, RBC Capital Markets, U.S. Bank, and U.S. Bancorp Investments. 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 analyses and planning across various financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Victor Edwards is a financial advisor at Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and previously worked at Amazon, Securitas AB, and Homeview Health. Edwards has been with Thrivent Financial since 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses that cover a wide range of planning topics. The firm offers planning and managed-account services separately but allows clients to combine them under a consolidated billing option called “WealthPlan.”

Elton Chan is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Chan serves on the Board of Directors for the National Society of Compliance Professionals, a nonprofit organization supporting compliance professionals in the financial services industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers planning and managed-account services separately, with ongoing periodic reviews and no discretionary trading authority for the planning service.

Victoria Morgenthaler is a financial advisor at Thrivent Investment Management based in Minneapolis, MN. She holds the Series 66 designation and has been with Thrivent since 2025. Previously, she has had roles at Battle Creek Church and Oliveto. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and combining planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Juan Lopez Maya is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. Juan offers ongoing advice and adapts financial plans as clients’ situations evolve, addressing priorities such as retirement planning, investing, and saving for unexpected expenses. Juan holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his high school diploma from Oakcrest High School. Juan is bilingual, fluent in both Spanish and English.

Jake Zabloudil Jr. is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has previously worked at Avantax Investment Services and 1st Global Advisors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics without managing portfolios directly or holding discretionary trading authority.

Hugh Humphrey is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Securities Corporation, Lincoln Financial Advisors Corporation, OSAIC, and Harrisdirect LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and offering both one-time and ongoing planning engagements without discretionary trading authority.