Yankton, SD Broadway Avenue Office

Team
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Thrivent Investment Management logo

Thrivent Investment Management

Institution

Firm-wide stats for Thrivent Investment Management

Total advisors

3,188

Across 1,424 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

420 Broadway Avenue

Yankton SD 57078

Advisors at this office

5

Advisors at this office

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William M

Series 66

Yankton, SD

Thrivent Investment Management

William Metheny is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with Thrivent since 2002 and concurrently serves in the U.S. Air Force. Outside of his advisory role, Metheny is involved in administrative duties for an office and residential property rental business and also works as a cook at a pheasant hunting lodge and religious retreat. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning on a range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

Business ownership considerations
user avatar

Jackie P

Series 66

Yankton, SD

Thrivent Investment Management

Jackie Potts is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles at Van Gerpen & Associates, Elwood Family Dental Care, and Wohlenberg Ritzman & Co. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning on various topics, allowing clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Gavin Z

Series 66

Yankton, SD

Thrivent Investment Management

Gavin Zimmerman is a financial advisor with Thrivent Investment Management in Yankton, SD, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and its affiliate firm since 2016. Outside of his advisory role, he serves as President and board member of the nonprofit Keep Yankton Beautiful and chairs the Stewart Stars PTA committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic planning across a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar

Ty E

Series 66

Yankton, SD

Thrivent Investment Management

Ty Erwin is a Series 66-registered financial advisor with Thrivent Investment Management, bringing two years of experience within the firm and prior roles including positions at Farmer's Pride and Citizen's State Bank. Outside of his advisory work, he serves as a high school basketball referee for the Nebraska School Activities Association and is a board member of the Laurel Community Chamber. He is also involved in family businesses, assisting with operations and financial management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of Financial Advisors. The firm offers holistic, goal-based planning that covers a wide range of financial topics, with clients able to combine planning services with managed accounts under a consolidated billing option while maintaining distinct service offerings.

Business ownership considerations
user avatar

Nicole K

Series 66

Yankton, SD

Thrivent Investment Management

Nicole King is a financial advisor with Thrivent Investment Management in Yankton, South Dakota. She holds a Series 66 designation and has nine years of industry experience. Prior to joining Thrivent, King worked at Neighborhood Dental for five years. She is a board member of the Yankton Girls Softball Association, participating in organizational and event-related activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
View complete list of advisors at this office
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