Stevens Point, WI B Business Park Drive Office

Team
Updated today
Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,188

Across 1,423 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

3233 B Business Park Drive

Stevens Point WI 54481

Advisors at this office

4

Advisors at this office

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Emily B

Series 63, Series 65

Stevens Point, WI

Thrivent Investment Management

Emily Bouche is a financial advisor with Thrivent Investment Management in Stevens Point, WI, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has been with Thrivent Financial and its investment management affiliate since 2016. Outside of her advisory role, she serves on the board of Catapult, Inc., a nonprofit focused on church planting and missionary support, and provides business coaching on a referral basis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering comprehensive, goal-based financial plans without discretionary trading authority. The firm’s approach separates planning from managed-account services, providing clients with flexible options under a consolidated billing platform called “WealthPlan.”

Business ownership considerations
user avatar

Michael B

Series 63, Series 65

Stevens Point, WI

Thrivent Investment Management

Michael Bialas is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He has held positions at Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he serves as a board member at St. Joseph's Catholic Church and is a member of the Wisconsin Deer Advisory Council, which focuses on deer management in Portage County and Stevens Point, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes holistic, goal-based planning covering various topics such as retirement, tax, estate, and business continuation, with an option to integrate planning with managed-account programs under a consolidated billing system.

Business ownership considerations
user avatar

Justin A

Series 66

Stevens Point, WI

Thrivent Investment Management

Justin Anderson is a Series 66-registered financial advisor with Thrivent Investment Management, based in Stevens Point, WI. He has eight years of industry experience, including eleven years at Associated Bank prior to joining Thrivent. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning topics. The firm combines goal-based analyses with managed-account options under a consolidated billing approach, while maintaining separate planning and portfolio management services.

Business ownership considerations
user avatar

Terence S

Series 63, Series 65

Stevens Point, WI

Thrivent Investment Management

Terence Schott is a financial advisor with Thrivent Investment Management in Stevens Point, WI, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Schott serves on the boards of Patheway Ministries, which provides counseling services to churches in pastoral transition, and Woodlands Church, where he is an Elder involved in governance and policy matters. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing goal-based, holistic planning without discretionary trading authority and combining planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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