Van Wert, OH W Ervin Road 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
712 W Ervin Road
Van Wert OH 45891
Advisors at this office
3
Advisors at this office
Sara M
Series 63, Series 65
Van Wert, OH
Thrivent Investment Management
Sara Mesing is a financial advisor with Thrivent Investment Management in Van Wert, Ohio, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Thrivent, she worked in the hospitality sector and with Beachbody. She serves on the Endowment Committee of Saint Paul Lutheran Church, reviewing funding requests for the congregation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial plans without discretionary trading authority. The firm allows clients to combine planning with managed-account services through a consolidated billing program called WealthPlan.
Beth K
Series 66
Van Wert, OH
Thrivent Investment Management
Beth Kitson is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2003, including her current role at THRIVENT Financial since 2015. Kitson serves as a board member for the Lutheran Scholarship Granting Organization of Indiana, which raises funds to provide scholarships for students attending Indiana Christian schools. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.
Mark L
Series 63, Series 65, Series 66
Van Wert, OH
Thrivent Investment Management
Mark Laurent is a financial advisor with Thrivent Investment Management, holding Series 63, Series 65, and Series 66 licenses, and has 13 years of industry experience. He previously worked at Blackrock Sports Inc. for 12 years before joining Thrivent in 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based planning covering retirement, tax, estate, and other financial areas, offering clients standalone planning or combined planning and managed-account options.
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