Saint Joseph, MI Market St 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
715 Market St
Saint Joseph MI 49085
Advisors at this office
4
Advisors at this office
Tyler S
Series 66
Saint Joseph, MI
Thrivent Investment Management
Tyler Streu is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has a diverse work history including roles at Thrivent Financial, Siena Heights University, and Duffield and Pastrick Family Funeral Home. Outside of his financial advisory role, he serves as Vice-Chairman of Salem Lutheran Church and Vice President of the Paw Paw Lake Rotary Club. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option but does not provide portfolio management for institutional clients.
Sarah I
Series 66
Saint Joseph, MI
Thrivent Investment Management
Sarah Iwaniuk is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and previously worked at Allegis Global Solutions and the Berrien County Trial Court. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option, focusing on comprehensive recommendations without discretionary trading authority.
Scott S
Series 63, Series 65
Saint Joseph, MI
Thrivent Investment Management
Scott Silcox is a financial advisor with Thrivent Investment Management in Saint Joseph, MI, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Thrivent, he worked at Whirlpool Corporation for eight years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on topics such as retirement, taxes, and estate planning. The firm’s services separate planning from managed accounts, and it does not accept discretionary trading authority for its planning offerings.
Matthew M
Series 63, Series 66
Saint Joseph, MI
Thrivent Investment Management
Matthew Mast is a financial advisor with Thrivent Investment Management in Saint Joseph, Michigan, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked with Thrivent and its investment management division since 2014. 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 analyses and planning that can be combined with managed accounts under a consolidated billing option, focusing on a broad range of financial planning topics.
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