Wausau, WI Hummingbird Rd 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 1,423 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

226126 Hummingbird Rd

Wausau WI 54401

Advisors at this office

4

Advisors at this office

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Scott T

Series 63, Series 65

Wausau, WI

Thrivent Investment Management

Scott Thompson is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent since 2014. Outside of his advisory role, he owns a business involved in managing single-family rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial plans that address a wide range of topics without including implementation. The firm integrates planning with managed-account options through its “WealthPlan” program while maintaining separate service structures.

Business ownership considerations
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Jordan H

Series 66

Wausau, WI

Thrivent Investment Management

Jordan Hall is a financial advisor at Thrivent Investment Management with six years of industry experience. He previously worked at Ameriprise Financial Services, LLC for five years, among other roles in financial services. Hall serves on the Governance Board of Bridge Community Health Clinic in Wausau, WI. 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 without discretionary portfolio management for institutional clients, emphasizing written recommendations across a broad range of financial topics.

Business ownership considerations
user avatar

Elizabeth O

Series 66

Wausau, WI

Thrivent Investment Management

Elizabeth Oestreich is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2021. Prior to her current role, she worked for the Wausau School District for 18 years. Outside of her advisory work, she serves as a rover for the Wisconsin Interscholastic Cycling League, supporting student mountain bike racers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without including implementation. The firm emphasizes goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Ryan J

Series 66

Wausau, WI

Thrivent Investment Management

Ryan Jones is a Series 66-credentialed financial advisor with 18 years of industry experience, currently working at Thrivent Investment Management since 2011. He serves on the boards of several local organizations, including a Christian radio station, a nonprofit mountain biking coalition, and a community foundation supporting nonprofits in Marathon County, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers clients the option to combine planning with managed-account services under a consolidated billing structure.

Business ownership considerations
View complete list of advisors at this office
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