New Ulm, MN S Minnesota St 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
108 S Minnesota St
New Ulm MN 56073
Advisors at this office
3
Advisors at this office
Amy P
Series 66
New Ulm, MN
Thrivent Investment Management
Amy Pearson is a financial advisor with Thrivent Investment Management in New Ulm, MN, holding a Series 66 designation and having 10 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of her advisory role, she assists with budgeting and record keeping at a local tanning salon owned by her family. 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, and offers the option to integrate planning with managed accounts through its WealthPlan program.
Tim R
Series 66
New Ulm, MN
Thrivent Investment Management
Tim Reinke is a Series 66-credentialed financial advisor with Thrivent Investment Management, where he has worked since 2006, totaling 19 years of industry experience. His tenure with Thrivent Financial For Lutherans also began in 2006. Outside of his advisory role, he serves as a board director and treasurer for nonprofit organizations in New Ulm, Minnesota, including Oak Hills Living Center and its Memorial Foundation, and participates in several community and charitable efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning. The firm offers planning engagements separate from portfolio management and serves clients through a network of financial advisors.
Cole R
Series 66
New Ulm, MN
Thrivent Investment Management
Cole Ranweiler is a financial advisor with Thrivent Investment Management and holds a Series 66 credential. He has been with Thrivent Investment Management since 2024 and previously worked in related roles at Thrivent Financial. Outside of advisory work, he is involved in a family business producing restoration car parts and manages a commercial property in downtown New Ulm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without portfolio management or discretionary trading authority.
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