Charlie Athmann is a Financial Advisor with Thrivent, based in Eagan, Minnesota, where he provides personalized financial guidance to individuals and families at all stages of life. He works with clients on comprehensive financial planning and portfolio management, helping them align their financial decisions with their long‑term goals and values.

Charlie earned his Bachelor’s degree in Finance from the University of Minnesota-Duluth and has built his career in financial services through roles in portfolio management, investment operations, and advisory support before transitioning into a lead advisor role at Thrivent.

Charlie has passed the Series 7, Series 66, and Securities Industry Essentials (SIE) exams. Charlie is licensed to serve clients in multiple states, including Minnesota, Arizona, Florida, North Dakota, South Carolina, and Wisconsin.

At Thrivent, Charlie focuses on helping clients make informed financial decisions by emphasizing education, clear communication, and practical strategies. Thrivent’s approach views money not as an end goal, but as a tool to support a life of purpose and meaning—an approach that aligns closely with Charlie’s own philosophy of client service.

Charlie works on a team with his father and Thrivent advisor, Dan Athmann, where they specialize in helping public safety, law enforcement, health care professionals, veterans, and others in reaching their goals. Some areas of expertise include PERA pensions, MSRS pensions, 457b strategies, 401k/403b retirement planning, and tax efficient investing.

In his free time, Charlie enjoys golfing, watching UMD Bulldog Hockey, and spending time with his wife, Cassie, and his Mini Bernedoodle puppy, Cookie Dough.