Tucson, AZ N El Dorado Place 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
1200 N El Dorado Place
Tucson AZ 85715
Advisors at this office
3
Advisors at this office
David P
Series 63, Series 66
Tucson, AZ
Thrivent Investment Management
David Petz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management 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 financial analyses and planning, which clients can combine with managed-account programs under a consolidated billing option called “WealthPlan.”
Matthew G
Series 66
Tucson, AZ
Thrivent Investment Management
Matthew Gigstad is a financial advisor with Thrivent Investment Management in Tucson, AZ, holding a Series 66 designation and over 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves on the stewardship team for Fellowship Bible Church Tucson, assisting with budget and financial oversight. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across various financial topics. The firm offers ongoing or one-time planning engagements without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.
Joshua G
Series 66
Tucson, AZ
Thrivent Investment Management
Joshua Gigstad is a financial advisor with Thrivent Investment Management based in Tucson, AZ. He holds a Series 66 designation and has been with Thrivent since 2025. Outside of his advisory role, he coaches brass players in the Sabino High School Marching Band. 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.”
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