Scottsdale, AZ 17015 N Scottsdale Rd Office

Team
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Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,212

Across 1,430 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

17015 N Scottsdale Rd

Scottsdale AZ 85255

Advisors at this office

9

Advisors at this office

user avatar

Nick G

Series 66

Scottsdale, AZ

Thrivent Investment Management

Nick Goins is a financial advisor with Thrivent Investment Management based in Scottsdale, AZ, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at MML Investor Services LLC, MassMutual, Wells Fargo Clearing, and Edward Jones. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based analyses and offers clients the option to integrate planning with managed-account services under a consolidated billing program called WealthPlan.

Business ownership considerations
user avatar

Rodger B

Series 63, Series 66

Scottsdale, AZ

Thrivent Investment Management

Rodger Byrdy is a financial advisor with Thrivent Investment Management in Scottsdale, AZ, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2018, following five years at The Vanguard Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering holistic, goal-based financial analyses and planning without portfolio management or discretionary trading authority.

Business ownership considerations
user avatar

Linda R

Series 66

Scottsdale, AZ

Thrivent Investment Management

Linda Reidenbach is a Series 66 licensed financial advisor with Thrivent Investment Management in Scottsdale, AZ, where she has worked since 2013 and with Thrivent Financial since 2014. She has 12 years of industry experience. Outside of her advisory role, Reidenbach serves as a board member of Childsplay, a nonprofit professional theatre company focused on educational programs for young audiences in Arizona. 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 covering a range of financial planning topics, without discretionary trading authority, and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar

Nolan B

Series 66, Series 63

Scottsdale, AZ

Thrivent Investment Management

Nolan Brooks is a financial advisor at Thrivent Investment Management in Scottsdale, AZ, with two years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at Sherwood Country Club and California Lutheran University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes a range of planning topics and a consolidated billing option called “WealthPlan” that combines planning with managed-account services.

Business ownership considerations
user avatar

Brenda H

Series 66

Scottsdale, AZ

Thrivent Investment Management

Brenda Hamer is a financial advisor with Thrivent Investment Management in Scottsdale, AZ. She holds a Series 66 designation and has 15 years of industry experience. Since 2010, she has worked with Thrivent Financial for Lutherans and Thrivent Investment Management. 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 allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while keeping the services distinct.

Business ownership considerations
user avatar

Brian B

Series 63, Series 66

Scottsdale, AZ

Thrivent Investment Management

Brian Brooks is a financial advisor with Thrivent Investment Management in Phoenix, AZ, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Thrivent Financial and its investment management division since 2002. Brooks serves as a board member of Pipeline Worldwide, a nonprofit organization that supports other nonprofits and funds projects promoting sustainable change in Eastern Africa. 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 allows clients to combine planning with managed-account programs, while maintaining separate planning and portfolio management services.

Business ownership considerations
user avatar

Dylan S

Series 66

Scottsdale, AZ

Thrivent Investment Management

Dylan Skov is a financial advisor at Thrivent Investment Management in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Thrivent, he worked at UnitedHealthcare and held various roles at the University of Arizona and Hyatt Hotels. He has also been involved in a real estate investment business. 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 planning focused on a wide range of financial topics, delivered as stand-alone or ongoing engagements without discretionary trading authority.

Business ownership considerations
user avatar

Jessica R

Series 63, Series 66

Scottsdale, AZ

Thrivent Investment Management

Jessica Reyes is a financial advisor at Thrivent Investment Management based in Scottsdale, AZ, with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at Thrivent Financial and Thrivent Investment Management since 2017, with prior roles at My Home Group and Xavier University of Medicine. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses across various financial topics. The firm provides planning through a network of advisors and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Lisa S

Series 66, Series 63

Scottsdale, AZ

Thrivent Investment Management

Lisa Shillingburg is a financial advisor with Thrivent Investment Management in Scottsdale, AZ, holding Series 66 and Series 63 licenses and 11 years of industry experience. She has been with Thrivent Financial since 2016 and with Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic financial analyses. The firm offers planning as a one-time or ongoing service, separate from portfolio management, and allows clients to combine planning with managed-account programs through a consolidated billing option called "WealthPlan."

Business ownership considerations
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