Thrivent Advisor Network, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 304569
· SEC file 801-117013
· Minneapolis, MN
· twitter.com
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ADV data as of Jun 25, 2026
- Regulatory AUM
- $6.8B
- Discretionary
- $6.8B
- Clients
- 14,732
- Avg AUM / client
- $464K
- Accounts
- 25,415
- Employees
- 119
AUM over time
$0
$6.8B
Jun 2019
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13,130 | $3.7B | 54.5% |
| High net worth individuals | 1,481 | $3.0B | 43.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $10.3M | 0.15% |
| Charitable organizations | 62 | $93.7M | 1.37% |
| Corporations and other businesses | 59 | $39.9M | 0.58% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Time Equities, Inc. 401(k) Profit Sharing Plan & Trust Time Equities, Inc. | 2024 |
People (125)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gilchrist, Tonia Nicole James | Chief Legal Officer & Secretary | May 2019 (7y) | Less than 5% | |
| Johnston, Paul Roberts | Elected Manager | Oct 2019 (7y) | Less than 5% | |
| David Belotte | Chief Compliance Officer | Jan 2020 (7y) | Less than 5% | |
| Juli Wilder | Vice President | Mar 2021 (5y) | Less than 5% | |
| Nicholas M Cecere | Elected Manager | Chartered Financial Consultant | Oct 2022 (4y) | Less than 5% |
| Douglas Eugene Grove | Vice President | Jul 2023 (3y) | Less than 5% | |
| Royal, David, Scott | Elected Manager | Jan 2024 (3y) | Less than 5% | |
| Marsch, Kari, K | Treasurer | Sep 2024 (2y) | Less than 5% | |
| Michelle Anne Clary | Registered representative | CFP Chartered Financial Consultant | Feb 2020 (6y) | |
| Nicholas Andrew Mercer | Registered representative | CFP | Feb 2020 (6y) | |
| Robert Osgood | Registered representative | May 2020 (6y) | ||
| Kevin Dale Webb | Registered representative | May 2020 (6y) | ||
| Lauren Bruce Althaus | Registered representative | CFP Chartered Financial Consultant | May 2020 (6y) | |
| Nicholas Taylor | Registered representative | May 2020 (6y) | ||
| Catherine Lynn Van Hevel | Registered representative | May 2020 (6y) | ||
| Darren Thomas Van Hevel | Registered representative | May 2020 (6y) | ||
| Luke Kemmett Schneider | Registered representative | CFP | May 2020 (6y) | |
| James Andrew Dunlop | Registered representative | Jun 2020 (6y) | ||
| Keith Ryan Berg | Registered representative | Jun 2020 (6y) | ||
| Karen Beth Strickler | Registered representative | Jun 2020 (6y) | ||
| Keith Ward Hubble | Registered representative | Jun 2020 (6y) | ||
| Matthew Evan Rupert | Registered representative | Jun 2020 (6y) | ||
| Kelly Marie Holloway | Registered representative | CFP Chartered Financial Consultant | Jun 2020 (6y) | |
| Bruce Andrew Ensrud | Registered representative | Jul 2020 (6y) | ||
| Patricia Ann Keehr | Registered representative | Jul 2020 (6y) | ||
| Benjamin Reynolds | Registered representative | Jul 2020 (6y) | ||
| Melissa Webb | Registered representative | Jul 2020 (6y) | ||
| Tyler Cook | Registered representative | Jul 2020 (6y) | ||
| Theodore Ernst Contag | Registered representative | Jul 2020 (6y) | ||
| Nathaniel Wisely | Registered representative | Jul 2020 (6y) | ||
| Christopher Mongeon | Registered representative | Jul 2020 (6y) | ||
| David Rains | Registered representative | Jul 2020 (6y) | ||
| Matthew Stockman | Registered representative | Jul 2020 (6y) | ||
| Elizabeth S Thayer | Registered representative | CFP | Jul 2020 (6y) | |
| James Dean Elvestrom | Registered representative | CFP | Jul 2020 (6y) | |
| Brent Henkelman | Registered representative | Jul 2020 (6y) | ||
| David Beise | Registered representative | Chartered Financial Consultant | Jul 2020 (6y) | |
| Paul Nycklemoe Christopher | Registered representative | CFP | Jul 2020 (6y) | |
| Timothy John Jenneke | Registered representative | CFP | Jul 2020 (6y) | |
| Kyle Molin | Registered representative | CFP | Jul 2020 (6y) | |
| Andrew Douglas Walker | Registered representative | Jul 2020 (6y) | ||
| Davon Bultemeier | Registered representative | Jul 2020 (6y) | ||
| Anthony Leonard Vece | Registered representative | Jul 2020 (6y) | ||
| Charles Kelly Owen | Registered representative | CFP | Jul 2020 (6y) | |
| Cindy Lou Houser | Registered representative | Chartered Financial Consultant | Jul 2020 (6y) | |
| Jason Michael Drews | Registered representative | Jul 2020 (6y) | ||
| Zachary Scott Anderson | Registered representative | Jul 2020 (6y) | ||
| Joanna Marie Franek | Registered representative | Aug 2020 (6y) | ||
| Chad Dennis Aaberg | Registered representative | Aug 2020 (6y) | ||
| Nathaniel Bo Chapman | Registered representative | Aug 2020 (6y) | ||
| Theodore Carl Kouba | Registered representative | Aug 2020 (6y) | ||
| Loren Van Patten | Registered representative | Aug 2020 (6y) | ||
| Cuyler Prichard | Registered representative | Aug 2020 (6y) | ||
| Aaron Hayden Ells | Registered representative | CFP | Sep 2020 (6y) | |
| Beth Ann Boyle | Registered representative | Sep 2020 (6y) | ||
| Heather Marie Walraven | Registered representative | Sep 2020 (6y) | ||
| Joshua A Hilgenkamp | Registered representative | Sep 2020 (6y) | ||
| Mitch Alan Klintworth | Registered representative | Oct 2020 (6y) | ||
| Chris A Leaver | Registered representative | Chartered Financial Consultant | Oct 2020 (6y) | |
| Luke James Simons | Registered representative | CFP Chartered Financial Consultant | Oct 2020 (6y) | |
| Joseph Conrad Witkowski | Registered representative | Mar 2021 (5y) | ||
| Nathan Drews | Registered representative | Mar 2021 (5y) | ||
| Paul Edward Leapaldt | Registered representative | Mar 2021 (5y) | ||
| Eric Allen Christofferson | Registered representative | Apr 2021 (5y) | ||
| Brad Jeffrey | Registered representative | Sep 2021 (5y) | ||
| Bryant Hayes | Registered representative | Oct 2021 (5y) | ||
| Mary C Abundo | Registered representative | Oct 2021 (5y) | ||
| Holly Rosensteel | Registered representative | Nov 2021 (5y) | ||
| Jamie French | Registered representative | Mar 2022 (4y) | ||
| Gretchen Hurley Duda | Registered representative | Mar 2022 (4y) | ||
| Christopher Van Hart | Registered representative | Mar 2022 (4y) | ||
| Colin Bernd | Registered representative | Mar 2022 (4y) | ||
| Brooks Gerke | Registered representative | CFP | Apr 2022 (4y) | |
| Scott Huelskamp | Registered representative | Aug 2022 (4y) | ||
| La Tunya Shanta Hanley | Registered representative | Sep 2022 (4y) | ||
| Luke Berge | Registered representative | CFP | Sep 2022 (4y) | |
| Amanda Nicole Devore | Registered representative | Sep 2022 (4y) | ||
| Mai Kou Lee | Registered representative | Jan 2023 (4y) | ||
| Adam Daniel Julch | Registered representative | CFP | Mar 2023 (3y) | |
| Blaine Hellman | Registered representative | Mar 2023 (3y) | ||
| Blake Douglas Christensen | Registered representative | Mar 2023 (3y) | ||
| Brian Charles Petersen | Registered representative | Mar 2023 (3y) | ||
| James Sweeden | Registered representative | Mar 2023 (3y) | ||
| Lee S Mason | Registered representative | Mar 2023 (3y) | ||
| Michaella Petersen | Registered representative | CFP | Mar 2023 (3y) | |
| Shawn Keenan Petersen | Registered representative | Chartered Financial Consultant | Mar 2023 (3y) | |
| Tyler Shawn Petersen | Registered representative | Mar 2023 (3y) | ||
| Garrett Poland | Registered representative | Mar 2023 (3y) | ||
| Nicholas Scott Freas | Registered representative | Apr 2023 (3y) | ||
| Benjamin Alan Scheef | Registered representative | May 2023 (3y) | ||
| Darren Livers | Registered representative | Oct 2023 (3y) | ||
| Case Eichenberger | Registered representative | Oct 2023 (3y) | ||
| Jenna Wolff | Registered representative | Apr 2024 (2y) | ||
| Matthew O'connell | Registered representative | Jun 2024 (2y) | ||
| Thomas Gregory Chronis | Registered representative | Aug 2024 (2y) | ||
| Andrew Phillip Barthel | Registered representative | Sep 2024 (2y) | ||
| Aaron Michael Mc Gaughey | Registered representative | CFP | Feb 2025 (1y) | |
| Connor Chesnut | Registered representative | CFA | Jun 2025 (1y) | |
| Matthew David Stuessi | Registered representative | Jul 2025 (1y) | ||
| Cameron Kozol | Registered representative | Aug 2025 (1y) | ||
| Kenneth Richard Ferrone | Registered representative | CFA | Oct 2025 (1y) | |
| Lillian Mae Crusan | Registered representative | Oct 2025 (1y) | ||
| Paul Seth Dubendorf | Registered representative | CFP | Oct 2025 (1y) | |
| Courtney Ann Lesiak | Registered representative | Oct 2025 (1y) | ||
| Mark Anthony Chamoun | Registered representative | Dec 2025 (1y) | ||
| Keegan Menning | Registered representative | Dec 2025 (1y) | ||
| Jeffrey Dennis Mc Ginley | Registered representative | Dec 2025 (1y) | ||
| Anthony Rummans | Registered representative | Feb 2026 (0y) | ||
| Dustin Reed Everitt | Registered representative | Mar 2026 (0y) | ||
| Hannah Murray | Registered representative | Mar 2026 (0y) | ||
| Matthew Gene Anderson | Registered representative | Mar 2026 (0y) | ||
| Matthew James Armstrong | Registered representative | Mar 2026 (0y) | ||
| Rasheedah Basmah El Amin | Registered representative | Apr 2026 (0y) | ||
| Candace M Turanzas | Registered representative | Apr 2026 (0y) | ||
| Deidre Gaertner Farrell | Registered representative | Apr 2026 (0y) | ||
| Eric Joseph Hoelter | Registered representative | Apr 2026 (0y) | ||
| Mona Kay Lara | Registered representative | Apr 2026 (0y) | ||
| Steven James Harlass | Registered representative | Apr 2026 (0y) | ||
| Chelsea M Sabo | Registered representative | Apr 2026 (0y) | ||
| Nolan Bowes | Registered representative | Apr 2026 (0y) | ||
| Joy Nicole Bridson | Registered representative | May 2026 (0y) | ||
| Angela Susan Branham | Registered representative | May 2026 (0y) | ||
| Gabriela Chairez Chavez | Registered representative | May 2026 (0y) | ||
| Saidat Young | Registered representative | May 2026 (0y) | ||
| Nathan Weber | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Thrivent Financial Holdings, Inc. | Owner | May 2019 | A | 75% or more |
| Thrivent Financial For Lutherans | Shareholder | Aug 1986 | B | ≈ 56.25% – 100% via Thrivent Financial Holdings, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Thrivent Financial For Lutherans: 75% – 100% of Thrivent Financial Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Time Equities, Inc. 401(k) Profit Sharing Plan & Trust | Time Equities, Inc. | 12 | $321K | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 2.94 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity $5.7B (83% of AUM) Jun 2026
- Charles Schwab & Co. $1.2B (17% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗