Slidell, LA Smart Pl 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
103 Smart Pl
Slidell LA 70458
Advisors at this office
2
Advisors at this office
Dawn P
Series 63, Series 65
Slidell, LA
Thrivent Investment Management
Dawn Pope is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 63 and Series 65 designations. Outside of her advisory role, she performs as a background vocalist during worship services several Sundays each month. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning without portfolio management. The firm emphasizes holistic, goal-based analyses and provides clients with separate planning and managed-account options under a consolidated billing program called WealthPlan.
Andrew A
Series 66
Slidell, LA
Thrivent Investment Management
Andrew Allain is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2017. He has nine years of industry experience, including prior service with Knights of Columbus from 2014 to 2017. Outside of his advisory role, Allain serves as a non-voting board member at large for Louisiana Pulmonary Disease Camp Inc and as a board member for Safe Harbor Advisory Board, supporting fundraising and community outreach efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on various financial planning topics without implementation services. The firm emphasizes goal-based, holistic analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”
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