Puyallup, WA 29th St 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
437 29th St NE
Puyallup WA 98372
Advisors at this office
3
Advisors at this office
Matthew W
CFP®, Series 66
Puyallup, WA
Thrivent Investment Management
Matthew Weber is a CFP® with 19 years of industry experience and has been with Thrivent Investment Management and Thrivent Financial since 2016. He serves as the treasurer for Celebration Lutheran Church in Puyallup, WA, overseeing the church’s financial operations and budget. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses across diverse planning areas without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option while maintaining separate service structures.
Jennifer B
Series 66
Puyallup, WA
Thrivent Investment Management
Jennifer Bahr is a Series 66-credentialed financial advisor with 12 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2017, following prior roles at United Planners Financial Services and Investors Portfolio Services LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans across a wide range of topics without managing client portfolios directly.
Guy E
Series 63, Series 65
Puyallup, WA
Thrivent Investment Management
Guy Ellison is a financial advisor with Thrivent Investment Management in Puyallup, WA, 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 since 2002. Ellison serves on the board of the Auburn Public Schools Foundation, a nonprofit supporting teachers and students in the Auburn School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account services while maintaining separation between the two.
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