Norfolk, NE 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
110 N 37th St
Norfolk NE 68701
Advisors at this office
3
Advisors at this office
Gary K
Series 65, Series 63
Norfolk, NE
Thrivent Investment Management
Gary Krueger is a financial advisor with Thrivent Investment Management in Norfolk, NE. He holds Series 65 and Series 63 licenses and has 21 years of industry experience, having been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as a Director of the Creekwood Business Park Owners Association, a homeowners association managing the upkeep of a commercial property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of planning topics. The firm delivers these services through a network of financial advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.
Jeffery J
Series 66
Norfolk, NE
Thrivent Investment Management
Jeffery Johnson is a Series 66-licensed financial advisor with Thrivent Investment Management in Norfolk, Nebraska, and has 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as a board member for the Creekwood Business Park Business Owners Association. 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 across various financial topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.
Jill O
Series 66
Norfolk, NE
Thrivent Investment Management
Jill Olsen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of her advisory role, she serves as President of the Creekwood Business Park Owner's Association and Treasurer of the Battle Creek Community Development nonprofit. 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 without discretionary trading authority, focusing on a broad range of topics and allowing clients to combine planning with managed-account options under a consolidated billing approach.
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