West Bend, WI E Washington St Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

3

Of 3,164 advisors across 1,415 offices

Location

1625 E Washington St

West Bend WI 53095

Advisors at this office

3

Advisors at this office

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Peter G

Series 66

West Bend, WI

Thrivent Investment Management

Peter Go is a financial advisor with Thrivent Investment Management based in West Bend, WI, holding a Series 66 credential and seven years of industry experience. Prior to his current role, he has been affiliated with various Thrivent entities and has experience outside of finance, including teaching and working in the food industry. He serves as Chair of the Finance Committee for Kettlebrook Church, is President of the Board for the nonprofit Family Promise of Washington County, and co-hosts a podcast focused on the Milwaukee Brewers. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
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Nolan W

Series 66

West Bend, WI

Thrivent Investment Management

Nolan Walker is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his industry career in 2026. He has prior experience at University of Wisconsin-Whitewater and roles at various educational institutions and local businesses. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial planning without discretionary trading authority, and allows clients to integrate these plans with managed-account programs under a consolidated billing option.

Business ownership considerations
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Jerred G

Series 66

West Bend, WI

Thrivent Investment Management

Jerred Grell is a financial advisor with Thrivent Investment Management in West Bend, WI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at Equitable Advisors and has held various roles outside of the financial sector, including positions at Palm Trees LTD and the UWW Williams Center Weight Room. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a range of financial planning topics. The firm offers these services primarily through a network of Financial Advisors without discretionary trading authority and emphasizes separation between planning and managed-account services.

Business ownership considerations
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