Omaha, NE Nicholas St. Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,188

Across 1,422 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

11820 Nicholas St.

Omaha NE 68154

Advisors at this office

5

Advisors at this office

user avatar

John H

Series 63, Series 66

Omaha, NE

Thrivent Investment Management

John Halweg is a financial advisor with Thrivent Investment Management in Omaha, NE, holding Series 63 and Series 66 designations and bringing 25 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 planning and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and investment management services separate.

Business ownership considerations
user avatar

Suzanne G

Series 66

Omaha, NE

Thrivent Investment Management

Suzanne Gornell is a financial advisor with Thrivent Investment Management in Omaha, NE, holding a Series 66 designation and with 10 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2016. 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 a broad range of topics and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Timothy A

Series 63, Series 66

Omaha, NE

Thrivent Investment Management

Timothy Asplin is a financial advisor with Thrivent Investment Management in Omaha, NE, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior work includes roles at BancWest Investment Services and Bank of the West. 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 topics, allowing clients to combine planning with managed accounts under a consolidated billing option while keeping the services separate.

Business ownership considerations
user avatar

Cory L

Series 66

Omaha, NE

Thrivent Investment Management

Cory Lienemann is a financial advisor with Thrivent Investment Management in Omaha, NE, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as the secretary of the council at Rejoice Lutheran Church, where he documents monthly meetings related to church policies and activities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning services with managed accounts under a consolidated billing system called “WealthPlan.”

Business ownership considerations
user avatar

Phillip R

Series 63, Series 66

Omaha, NE

Thrivent Investment Management

Phillip Ristvedt is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent Financial for Lutherans since 2005. Outside of his advisory role, he serves as Vice President of Zion Evangelical Lutheran Church in Omaha, Nebraska, where he assists with leadership coordination and project management. 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, combining planning with managed-account programs while keeping these services separate.

Business ownership considerations
View complete list of advisors at this office
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