Missoula, MT SW Higgins Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,161

Across 1,417 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

1001 SW Higgins, Ste 201

Missoula MT 59801

Advisors at this office

4

Advisors at this office

user avatar

Zachary F

Series 66

Missoula, MT

Thrivent Investment Management

Zachary Fenlason is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent Financial since 2020 and has prior experience at Geico, Barnes and Noble College, Home Depot, Anderson Stevenson Wilke Funeral Home, and Liberty University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics. The firm separates planning and managed-account services and conducts periodic reviews of recommendations without accepting discretionary trading authority for its planning engagements.

Business ownership considerations
user avatar

Lee C

Series 66

Missoula, MT

Thrivent Investment Management

Lee Christianson is a financial advisor with Thrivent Investment Management in Missoula, MT, holding a Series 66 designation and 22 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Christianson is a part owner of a family farm in Missouri, where he advises on rental agreements and maintains relationships with the tenant farmer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers these planning services either as one-time or ongoing engagements, addressing a wide range of financial topics.

Business ownership considerations
user avatar

Julie K

Series 63, Series 65

Missoula, MT

Thrivent Investment Management

Julie Kieckbusch Jones is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She has held positions at Thrivent Financial since 2016 and Thrivent Investment Management Inc. since 2015. She holds Series 63 and Series 65 designations. 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 planning and modeling across a range of financial topics, with options to combine planning with managed-account services under a consolidated billing system.

Business ownership considerations
user avatar

Adam B

Series 66

Missoula, MT

Thrivent Investment Management

Adam Belarde is a financial advisor with Thrivent Investment Management in Missoula, MT, holding a Series 66 designation and having six years of industry experience. He has been with Thrivent Investment Management since 2020 and previously owned Food & Fun Inc for over two decades. Outside of advisory work, he owns Upon the Rock Leadership, a company focused on training and coaching business and ministry leaders, and serves as a board member and chair for Missoula Youth for Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses across various planning topics without direct implementation. The firm allows clients to combine planning with managed accounts through a consolidated billing option while maintaining these services as separate engagements.

Business ownership considerations
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