Expert financial advice that starts with you
We build financial plans that help our clients make the most of all they’ve been given to support their loved ones, communities, and the greater good.
Working with a financial advisor
The right financial advisor helps you understand the big picture of your finances, create a financial plan, and navigate major life events.
How your advisor can help you
About Thrivent
Thrivent is a Fortune 500 diversified financial services organization that provides solutions so people can make the most of all they’ve been given.
Learn about Thrivent
Free money coaching
Are you just getting started or looking for a simpler way to budget? Money Canvas™ is a free virtual money coaching service that helps you see your money in a new way and build better saving habits.
Schedule a free coaching session
Working with a financial advisor
The right financial advisor helps you understand the big picture of your finances, create a financial plan, and navigate major life events.
How your advisor can help you
About Thrivent
Thrivent is a Fortune 500 diversified financial services organization that provides solutions so people can make the most of all they’ve been given.
Learn about Thrivent
Free money coaching
Are you just getting started or looking for a simpler way to budget? Money Canvas™ is a free virtual money coaching service that helps you see your money in a new way and build better saving habits.
Schedule a free coaching session
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Real clients. Real stories.
Whether it’s their faith, families or communities, Thrivent clients use their finances for something bigger than money. Watch their stories and get inspired to follow your heart with Thrivent.
Explore stories
You asked.
We answered.
Here are some quick answers to common questions we receive about our services.
Have additional questions? View our fullFAQ page for more info.
Have additional questions? View our full
What does Thrivent do?
Thrivent is a Fortune 500 diversified financial services organization, providing advice, investments, insurance, banking and generosity programs and solutions so people can make the most of all they’ve been given.
What is a financial advisor?
A financial advisor is a professional who provides guidance to individuals or businesses across a variety of financial needs.
You see a dentist to care for your teeth. You hire an attorney to handle legal needs. Financial advisors bring professional insight to your financial situation. At Thrivent, financial advisors help you create a financial plan that supports your unique values and goals at each stage in life.
You see a dentist to care for your teeth. You hire an attorney to handle legal needs. Financial advisors bring professional insight to your financial situation. At Thrivent, financial advisors help you create a financial plan that supports your unique values and goals at each stage in life.
What is a financial plan?
Think of a financial plan like a playbook for your finances. It provides you with a big-picture view of your spending, saving and investing. It also outlines specific steps you could take to reach your goals, no matter where you’re starting from.
What does it cost to work with a financial advisor?
We believe everyone deserves a financial plan, which is why your initial meetings with a Thrivent financial advisor are free.
From there, your advisor will help identify which of our advice services is best for you, includingProduct-Based Solutions , Managed Accounts or Dedicated Planning Services .
With Product-Based Solutions, your financial advisor will receive compensation from the premiums and fees of the products.
With Managed Accounts, your financial advisor will receive compensation from a quarterly fee based on the amount of assets under management.
With Dedicated Planning Services, your financial advisor will receive compensation from a fixed annual fee based on:
From there, your advisor will help identify which of our advice services is best for you, including
With Product-Based Solutions, your financial advisor will receive compensation from the premiums and fees of the products.
With Managed Accounts, your financial advisor will receive compensation from a quarterly fee based on the amount of assets under management.
With Dedicated Planning Services, your financial advisor will receive compensation from a fixed annual fee based on:
- The scope and level of service.
- The complexity of your financial situation and related analysis.
- The experience level and credentials of your financial advisor.
- Other factors related to your financial situation.
How do I get started?
The best way to get started is to connect with a financial advisor. During and after your first meeting, you'll work to discover and establish your financial vision. Together, you'll explore how a relationship centered around holistic advice can be beneficial.
Don’t worry about gathering tons of paperwork for your first meeting with your financial advisor. Just bring your questions and ideas—we’ll cover the rest.
Don’t worry about gathering tons of paperwork for your first meeting with your financial advisor. Just bring your questions and ideas—we’ll cover the rest.
Free learning tool
What kind of financial advice do you need?
Your unique financial personality affects the kind of advice you may need. Take our free quiz to better understand your relationship with money.
Our strength is your foundation
More than 100
years of service
to our clients
years of service
to our clients
Named in
Fortune magazine
May 2024
Fortune magazine
May 2024
A++ (Superior)
AM Best
Highest of 13 rating categories
August 2024
AM Best
Highest of 13 rating categories
August 2024
Assets under
management/
advisement
(as of December 31, 2023)
management/
advisement
(as of December 31, 2023)
More than 100
years of service
to our clients
years of service
to our clients
Named in
Fortune magazine
May 2024
Fortune magazine
May 2024
A++ (Superior)
AM Best
Highest of 13 rating categories
August 2024
AM Best
Highest of 13 rating categories
August 2024
Assets under
management/
advisement
(as of December 31, 2023)
management/
advisement
(as of December 31, 2023)
An easy first step
Pursue your purpose with expert financial advice
Our financial advisors can help you create a plan to overcome financial obstacles and pursue your purpose.
Ratings are based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on each rating, visit the individual rating agency's website.
The client’s experience may not be the same as other clients and does not indicate future performance or success.
The client’s experience may not be the same as other clients and does not indicate future performance or success.
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