Redwood Falls, MN 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
809 E Bridge St
Redwood Falls MN 56283
Advisors at this office
3
Advisors at this office
Brett B
Series 66
Redwood Falls, MN
Thrivent Investment Management
Brett Bergeson is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Redwood Falls, MN, and has two years of industry experience. Prior to his current role, he worked for local school districts for eight years. Outside of his advisory work, he serves as a deacon at the Evangelical Free Church in Redwood Falls, where he assists with building upkeep and material ordering. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementation, allowing clients to combine planning with managed-account programs under a consolidated billing option.
Nathan S
ChFC®, Series 66
Redwood Falls, MN
Thrivent Investment Management
Nathan Scharlemann is a financial advisor with Thrivent Investment Management, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory work, he serves as the secretary of the church council at St. John Lutheran Church, where he takes minutes for council and voters meetings. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based analyses and written recommendations across a range of financial topics. The firm’s approach separates planning from implementation and managed-account services, emphasizing ongoing plan reviews without discretionary trading authority.
Luke G
Series 66
Redwood Falls, MN
Thrivent Investment Management
Luke Grannes is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He joined Thrivent in 2025 and has previously worked in agriculture and financial services roles, including a sole proprietorship managing a farm where he grows corn and soybeans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations on various planning topics without discretionary trading authority. The firm’s approach combines goal-based analyses with optional managed-account programs under a consolidated billing system called “WealthPlan.”
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