Sioux Falls, SD W Technology Circle Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,188

Across 1,421 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

3903 W Technology Circle

Sioux Falls SD 57106

Advisors at this office

7

Advisors at this office

user avatar

Tyler E

Series 63, Series 65

Sioux Falls, SD

Thrivent Investment Management

Tyler Erck is a financial advisor with Thrivent Investment Management in Sioux Falls, SD, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Thrivent since 2020 and has prior experience at Scheels, Farmers Business Network, and the University of South Dakota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, offering both one-time and ongoing planning engagements that cover a range of financial topics without including implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Janet S

Series 66

Sioux Falls, SD

Thrivent Investment Management

Janet Schlueter is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has worked at Thrivent and its affiliated Mark Schlueter-Thrivent Financial since 2011. Outside of her financial advisory role, she serves as president of the Peace Lutheran Church council in Sioux Falls, SD. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning on a variety of topics, allowing clients to combine planning with managed-account services while keeping the two distinct.

Business ownership considerations
user avatar

Mark S

Series 63, Series 65

Sioux Falls, SD

Thrivent Investment Management

Mark Schlueter is a financial advisor with Thrivent Investment Management in Sioux Falls, SD, holding Series 63 and Series 65 registrations and with 18 years of industry experience. He has been with Thrivent and its affiliate firms since 2006. Outside of advising, he serves as Secretary of Lutheran Outdoors of South Dakota, a nonprofit focused on outdoor ministries, and is President of Sales & Marketing Executives, Inc. of Sioux Falls, an organization providing business owners with networking and leadership opportunities. 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 planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing arrangement.

Business ownership considerations
user avatar

James E

Series 66

Sioux Falls, SD

Thrivent Investment Management

James Erck is a Series 66-credentialed advisor with 18 years of industry experience, currently with Thrivent Investment Management since 2012. He has held roles within various Thrivent entities and related teams since 2012. Outside of his advisory work, Erck serves as the President of the Tea City Council in South Dakota, an elected position he began in 2024. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without portfolio management or discretionary trading authority.

Business ownership considerations
user avatar

William E

Series 63, Series 65

Sioux Falls, SD

Thrivent Investment Management

William Erck is a financial advisor with Thrivent Investment Management in Sioux Falls, SD, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Thrivent and its predecessor entity since 2002. Outside of his advisory role, he serves as a co-trustee for family trusts managing farmland in South Dakota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a variety of financial planning topics without discretionary portfolio management. The firm offers holistic, goal-based analyses and integrates planning with managed-account options through a consolidated billing approach called WealthPlan.

Business ownership considerations
user avatar

Adam B

Series 66

Sioux Falls, SD

Thrivent Investment Management

Adam Brinkman is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. 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 services under a consolidated billing option called WealthPlan, while keeping planning and portfolio management separate.

Business ownership considerations
user avatar

Adam W

Series 63, Series 65

Sioux Falls, SD

Thrivent Investment Management

Adam Weeman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Weeman serves as a committee member for the Sioux Falls Lutheran School Endowment Fund and as vice president of the council at Faith Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of financial topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Business ownership considerations
View complete list of advisors at this office
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