Topeka, KS Office

Team
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Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,161

Across 1,419 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

1609 SW 37th St

Topeka KS 66611

Advisors at this office

4

Advisors at this office

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Sara B

Series 66

Topeka, KS

Thrivent Investment Management

Sara Blair is a Series 66-licensed financial advisor with Thrivent Investment Management in Topeka, KS, and has four years of industry experience. She has been with Thrivent since 2021. Prior to her financial advisory career, she worked at Oldcastle Infrastructures from 2014 to 2020. 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 financial planning on a one-time or ongoing basis, separate from portfolio management, and allows clients to combine planning with managed accounts under a consolidated billing option.

Business ownership considerations
user avatar

Sara K

Series 66

Topeka, KS

Thrivent Investment Management

Sara Keil is a financial advisor at Thrivent Investment Management with two years of industry experience. She previously worked at Gradient Insurance Brokerage for nine years. Keil holds a Series 66 designation and is located in Topeka, KS. 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.”

Business ownership considerations
user avatar

Philip K

Series 63, Series 66

Topeka, KS

Thrivent Investment Management

Philip Knowland is a financial advisor with Thrivent Investment Management in Topeka, KS, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as Vice President of the Topeka Kansas Quarter Midget Association and manages a national-level youth racing team. 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 financial planning across a broad range of topics, offering standalone planning or combined services under its WealthPlan program while maintaining separate management and planning functions.

Business ownership considerations
user avatar

Julianne M

Series 63, Series 65

Topeka, KS

Thrivent Investment Management

Julianne Meier Tinoco is a financial advisor with Thrivent Investment Management in Topeka, KS, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, she serves on the board of Children's Day Out, a Christian preschool, and owns and coaches at Love to Play Volleyball, a local volleyball training and coaching program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations on a wide range of planning topics. The firm does not manage portfolios for institutional clients and offers planning separately from managed accounts through a consolidated billing option.

Business ownership considerations
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