Rochester, MN 34th Ave NW Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,187

Across 1,423 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

975 34th Ave NW

Rochester MN 55901

Advisors at this office

4

Advisors at this office

user avatar

Josh D

Series 66

Rochester, MN

Thrivent Investment Management

Josh Dascher is a financial advisor with Thrivent Investment Management in Rochester, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Thrivent in 2020, he was self-employed and worked at Augsburg University and the Mayo Clinic. Outside of finance, he serves as a game official for NCAA football as well as high school football and basketball. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach focuses on holistic, goal-based analyses addressing topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed-account services under a consolidated billing program.

Business ownership considerations
user avatar

Hannah S

Series 66

Rochester, MN

Thrivent Investment Management

Hannah Selness is a financial advisor with Thrivent Investment Management in Rochester, MN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Haberman, Clutch, Martin Williams, and Broadhead. Outside of her advisory work, she serves as a committee member at First Lutheran Church, where she reviews the budget and provides feedback. 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 analyses across a range of planning topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate service structures.

Business ownership considerations
user avatar

Andrew N

Series 66

Rochester, MN

Thrivent Investment Management

Andrew Neumann is a financial advisor with Thrivent Investment Management in Rochester, MN. He holds a Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked in public education for several years. Neumann is the sole owner of Harvest Workers, LLC, a nonprofit entity that manages equipment and donations for local ministry work. 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.

Business ownership considerations
user avatar

Chad D

Series 66

Rochester, MN

Thrivent Investment Management

Chad Durgin is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its related entities since 2003. Durgin also has a background in education, having worked with ISD 271 since 1999. 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 financial analyses and planning, allowing clients to combine planning with managed-account services under the consolidated WealthPlan option.

Business ownership considerations
View complete list of advisors at this office
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