Sheridan, WY 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
856 Coffeen Ave
Sheridan WY 82801
Advisors at this office
3
Advisors at this office
Parker C
Series 66
Sheridan, WY
Thrivent Investment Management
Parker Call is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Sheridan, Wyoming, and has six years of industry experience. He has held various roles within Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory work, Call serves on the board of the Cody Lions Club, a philanthropic organization supporting individuals with visual impairments in the Cody community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing system called “WealthPlan” while maintaining separate service elements.
Carson H
Series 66
Sheridan, WY
Thrivent Investment Management
Carson Hogan is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2007. He has 18 years of industry experience and is based in Sheridan, Wyoming. Outside of his advisory role, Hogan serves as a board member of the Cody Lion’s Club and is a member at large of the Olive Glenn Golf Club in Cody, Wyoming. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm provides written recommendations across various financial topics and allows clients to combine planning with a managed-account program under a consolidated billing option.
Carter H
Series 66
Sheridan, WY
Thrivent Investment Management
Carter Hogan is a financial advisor with Thrivent Investment Management in Sheridan, Wyoming, holding a Series 66 credential and six years of industry experience. He has been with Thrivent since 2020 and previously held roles at Southwestern Oklahoma State University and Buffalo Run Golf Course. Hogan serves as a board member for Yellowstone Beerfest and as secretary for the Cody Lions Club, both local nonprofit organizations focused on community events and charitable causes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
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