Overland Park, KS W 98 Terr Office

Team
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Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,212

Across 1,430 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

7270 W 98 Terr Suite 110

Overland Park KS 66212

Advisors at this office

6

Advisors at this office

user avatar

Melissa Z

Series 63, Series 66

Overland Park, KS

Thrivent Investment Management

Melissa Zitter is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2021. Prior to her advisory career, she spent nine years as a homemaker. 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, holistic planning across a range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Colby Z

Series 66

Overland Park, KS

Thrivent Investment Management

Colby Zink is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding a Series 66 designation. He has one year of industry experience and previously worked in accounting and the restaurant business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs without portfolio management or discretionary trading authority.

Business ownership considerations
user avatar

Jeffrey K

Series 63, Series 65

Overland Park, KS

Thrivent Investment Management

Jeffrey Kroenlein is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. 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 planning across a broad range of topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Business ownership considerations
user avatar

Timothy Z

Series 66

Overland Park, KS

Thrivent Investment Management

Timothy Zitter is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning and managed-account programs separately, with a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Nathan S

Series 63, Series 65

Overland Park, KS

Thrivent Investment Management

Nathan Smith is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 24 years. Outside of his advisory role, he serves as Treasurer for the Papua New Guinea Mission Society, managing the organization’s financial records. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics without portfolio management or discretionary trading authority. The firm integrates planning with managed accounts through its WealthPlan option while maintaining separate services.

Business ownership considerations
user avatar

Andrew S

Series 66

Overland Park, KS

Thrivent Investment Management

Andrew Switzer is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. He has worked with Thrivent Financial since 2014. Outside of his advisory role, Switzer contributes as a freelance meteorologist for WIBW-TV, assisting during severe weather events and providing related media content. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across various topics without providing discretionary portfolio management or institutional advisory services.

Business ownership considerations
View complete list of advisors at this office
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