Virginia, MN 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
8355 Unity Dr
Virginia MN 55792
Advisors at this office
3
Advisors at this office
Benjamin E
Series 66
Virginia, MN
Thrivent Investment Management
Benjamin Eastman is a financial advisor with Thrivent Investment Management in Virginia, MN. He holds a Series 66 designation and has 10 years of industry experience, all within the Thrivent organization. He also served as an educator at American Military University from 2015 to 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning across a broad range of topics without implementation services. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate planning and portfolio management services.
Travis S
Series 66
Virginia, MN
Thrivent Investment Management
Travis Sorensen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at W.A. Fisher, Art Unlimited, and Viking Coca-Cola. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers a combined planning and managed-account program called WealthPlan, maintaining separation between planning advice and investment management.
Gregory K
Series 63, Series 66
Virginia, MN
Thrivent Investment Management
Gregory Krog is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses, and has 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he serves as Vice President of the Church Council at Grace Lutheran Church and is involved in agricultural work during the harvest season. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account options with periodic reviews, focusing on comprehensive financial planning without discretionary trading authority.
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