Savannah, GA Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,213

Across 1,432 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

Savannah GA

Advisors at this office

4

Advisors at this office

user avatar

Jade I

Series 66

Savannah, GA

Thrivent Investment Management

Jade Islas is a financial advisor with Thrivent Investment Management in Savannah, GA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Thrivent Financial and Erica Timmons State Farm, as well as diverse positions outside finance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar

Tracey L

Series 66

Savannah, GA

Thrivent Investment Management

Tracey Love is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and administrative work with Love Medical LLC, a medical device company. She is based in Savannah, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning on retirement, tax, estate, and other financial matters without discretionary trading authority.

Business ownership considerations
user avatar

Sheila S

Series 63, Series 66

Savannah, GA

Thrivent Investment Management

Sheila Shepherd is a financial advisor with Thrivent Investment Management in Savannah, GA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory work, Shepherd engages in freelance event planning, assisting with birthday parties and sensory-focused events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts under a consolidated billing program called WealthPlan.

Business ownership considerations
user avatar

James D

Series 63, Series 66

Savannah, GA

Thrivent Investment Management

James Doubleday III is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of advising, he is involved in coordinating event rentals for a historic event space in Savannah, GA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning areas without implementing the advice. The firm combines holistic, goal-based planning with managed-account options through a consolidated billing structure, relying on financial advisors to deliver and update client plans.

Business ownership considerations
View complete list of advisors at this office
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