Olathe, KS 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
Olathe KS
Advisors at this office
3
Advisors at this office
James F
Series 63, Series 65
Olathe, KS
Thrivent Investment Management
James Feret is a financial advisor at Thrivent Investment Management in Olathe, KS, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 analyses and allows clients to integrate planning with managed-account programs under consolidated billing while keeping the services separate.
Samantha T
Series 66
Olathe, KS
Thrivent Investment Management
Samantha Tiernan is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Landmark National Bank and Academy Bank, as well as various positions in retail and education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a range of financial planning topics. The firm separates its planning services from managed accounts and does not serve institutional portfolio management or advisory selection functions.
Markus B
Series 63, Series 66
Olathe, KS
Thrivent Investment Management
Markus Bigbee is a financial advisor at Thrivent Investment Management in Olathe, KS, with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Pruco Securities, LLC, Prudential Insurance Company of America, and Bass Pro. Outside of his advisory role, Markus is also a performing musician and plays bass. 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 on topics such as retirement, tax, estate, and business continuation, delivered as either one-time or ongoing engagements.
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