Surprise, AZ 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
Surprise AZ
Advisors at this office
4
Advisors at this office
David C
CFP®, Series 63, Series 65
Surprise, AZ
Thrivent Investment Management
David Coltom is a CFP® with 40 years of industry experience, currently serving at Thrivent Investment Management since 2004. He holds Series 63 and Series 65 registrations and is based in Surprise, Arizona. Coltom has a long tenure at Thrivent Financial for Lutherans and Thrivent Investment Management, Inc. 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 and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping the services separate.
Ronald A
Series 66, Series 63
Surprise, AZ
Thrivent Investment Management
Ronald Adamoli is a financial advisor at Thrivent Investment Management with 24 years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Financial Engines Advisors L.L.C., Bank of America, and Merrill. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.
Collin L
Series 63, Series 66
Surprise, AZ
Thrivent Investment Management
Collin Looman is a financial advisor with Thrivent Investment Management in Surprise, Arizona, holding Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Thrivent Financial and prior involvement with Grand Canyon University and Summer House Lavender Farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.
Kari K
Series 66
Surprise, AZ
Thrivent Investment Management
Kari Kibby is a Series 66 credentialed advisor with 20 years of experience at Thrivent Investment Management and Thrivent Financial For Lutherans. She is based in Surprise, Arizona, and has worked with these firms since 2006. 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 written recommendations across various planning topics, with options to combine planning with managed-account programs under a consolidated billing structure.
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