York, PA Office
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Thrivent Investment Management
Institution
Firm-wide stats for Thrivent Investment Management
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
Location
York PA
Advisors at this office
2
Advisors at this office
Shay O
Series 66
York, PA
Thrivent Investment Management
Shay O’neill is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning their advisory career in 2026. Prior to this role, O’neill has worked in various positions including at The Coca-Cola Company, Western New England University, and Ardor Fitness. Outside of finance, they have experience with Quabbin Soccer Academy and other community organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Teresa P
Series 66
York, PA
Thrivent Investment Management
Teresa Powell is a Series 66-licensed financial advisor with Thrivent Investment Management in York, PA, where she has worked since 2020. Prior to her advisory role, she spent ten years with the York County District Attorney's Office. She serves as a board member for Orphan Grain Train, a nonprofit that organizes donations of personal and medical supplies for global distribution. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining the separation of services.
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