Wahpeton, ND 6th St N Office

Team
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Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,187

Across 1,422 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

118 6th St N

Wahpeton ND 58075

Advisors at this office

4

Advisors at this office

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Anthony V

Series 63, Series 66

Wahpeton, ND

Thrivent Investment Management

Anthony Van Dyke is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Thrivent Financial, Wells Fargo, City Brew Hall, American Family, and State Farm. Outside of advising, he serves as a board member of Bois De Sioux Golf Course and is involved in farming operations as a truck driver for Etten Farms Inc. He also collects and occasionally trades trading cards. 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 without discretionary trading authority, emphasizing written recommendations and periodic reviews without direct portfolio management for institutional clients.

Business ownership considerations
user avatar

Adam B

Series 63, Series 65

Wahpeton, ND

Thrivent Investment Management

Adam Brandvold is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Thrivent since 2016. Outside of his advisory role, Brandvold owns and operates a small cattle ranch and serves as a board member for Northland Township, where he helps oversee local road and infrastructure maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, taxes, estates, and special needs without discretionary trading authority.

Business ownership considerations
user avatar

Stephanie R

Series 63, Series 66

Wahpeton, ND

Thrivent Investment Management

Stephanie Roelfsema is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2019. Outside of her advisory role, she serves as President of the Valley City Hockey Club and also holds a board position with the JVC Prowl Alliance, supporting local youth hockey programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across multiple areas, offering clients the option to combine planning with managed-account services while maintaining these as separate engagements.

Business ownership considerations
user avatar

Willis U

Series 66

Wahpeton, ND

Thrivent Investment Management

Willis Uhlich is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering comprehensive planning on topics such as retirement, tax, estate, and special needs, without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Business ownership considerations
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