Waconia, MN Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

6

Of 3,157 advisors across 1,411 offices

Location

Waconia MN

Advisors at this office

6

Advisors at this office

user avatar

Elizabeth W

Series 66

Waconia, MN

Thrivent Investment Management

Elizabeth Walker is a Series 66-licensed financial advisor at Thrivent Investment Management with eight years of industry experience. She has been with Thrivent Financial and its investment management division since 2017. Prior to that, she worked at Marshalls for two years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers goal-based, holistic planning across various financial topics, allowing clients to combine planning with managed-account options while keeping services separate.

Business ownership considerations
user avatar

Jack O

Series 66

Waconia, MN

Thrivent Investment Management

Jack O'Brien is a Series 66 licensed financial advisor with Thrivent Investment Management, bringing one year of industry experience. His background includes roles at Equitable Advisors and data analysis at Pro Football Focus. Outside of finance, he is involved in his local community as a member of the Waconia Chamber of Commerce and the Waconia-West Carver Rotary Club, and he coaches football and participates in local hockey activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based, holistic planning without discretionary trading authority, offering clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Business ownership considerations
user avatar

Peter H

Series 66

Waconia, MN

Thrivent Investment Management

Peter Hess is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Hess serves as a track coach for middle-distance runners at Waconia High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and a range of planning topics without portfolio management for institutional clients.

Business ownership considerations
user avatar

Jessica H

Series 66

Waconia, MN

Thrivent Investment Management

Jessica Hess is a financial advisor at Thrivent Investment Management with three years of industry experience. She previously worked at the Leclair Group and has a background as an athletic trainer at Ridgeview, a regional hospital where she provided emergency care and sports medicine services. Hess holds a Series 66 designation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm provides holistic analyses across various planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
user avatar

Martin C

CFP®, ChFC®, Series 63, Series 66

Waconia, MN

Thrivent Investment Management

Martin Cole is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Cole has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 covering retirement, tax, estate, and other financial topics, while keeping planning and managed-account services separate under its WealthPlan option.

Business ownership considerations
user avatar

Mackenzie W

CFP®, ChFC®, Series 66

Waconia, MN

Thrivent Investment Management

Mackenzie Willemsen is a CFP® and ChFC® with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at Ameriprise and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a broad range of topics, with options to combine planning with managed-account services under a consolidated billing system.

Business ownership considerations
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")