Woodway, TX 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

115 Burnett Ct

Woodway TX 76712

Advisors at this office

4

Advisors at this office

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Timothy G

Series 63, Series 66

Woodway, TX

Thrivent Investment Management

Timothy Griesse is a financial advisor at Thrivent Investment Management with 44 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 designations. 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 and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
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Timothy R

Series 63, Series 66

Woodway, TX

Thrivent Investment Management

Timothy Rothenbush is a financial advisor with Thrivent Investment Management in Woodway, TX, holding Series 63 and Series 66 registrations and 11 years of industry experience. His prior roles include positions at BBVA Wealth Solutions and Compass Bank. He serves as a board member and elder at Hewitt Community Church, where he assists with budget management for church projects and charitable work. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option while maintaining separate service components.

Business ownership considerations
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Brandon K

Series 66

Woodway, TX

Thrivent Investment Management

Brandon Kubitza is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and has worked with Thrivent and its affiliates since 2016. Outside of his advisory role, Kubitza serves as a school board member for Hallsburg ISD and is the chairman of St. Paul Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers clients the option to combine planning with managed account services under a consolidated billing arrangement.

Business ownership considerations
user avatar

Sharon K

Series 66

Woodway, TX

Thrivent Investment Management

Sharon Koester is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 14 years of industry experience. She has been with Thrivent Investment Management since 2011 and THRIVENT Financial since 2014. Outside of her advisory role, she serves as a church organist and is the treasurer for a nonprofit childcare center serving low-income families. She also manages a sole proprietorship raising livestock and crops on her farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses across a broad range of financial planning topics. The firm’s planning service is available on a one-time or ongoing basis and does not include implementation or discretionary trading authority.

Business ownership considerations
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