Additional information
How we work with you
Throughout your financial journey, questions are bound to arise. We can help you find the answers. The following are common questions and answers from individuals like you.
FAQs
Q: What is My Thrivent?
A: As a Thrivent client, you can conveniently and securely view and manage your accounts online 24/7 through My Thrivent. After registering, you'll have access to all your Thrivent products, including life and health insurance, annuities, mutual funds, interval funds and brokerage accounts.
Sign up now for easy and secure access to your Thrivent accounts.
Register for My Thrivent Account Access
Need help? Contact Client Service at 800-847-4836 and say "Log in."
Q: How does the Thrivent mobile app work?
A: Thrivent’s mobile app is an easy, personalized and secure way to manage your money with purpose. Download the app to stay connected to your accounts, monitor your investments, direct Choice Dollars® and more from the convenience of your phone.
Q: What is Thrivent Choice®?
A: Eligible clients with membership can recommend where Thrivent distributes some of its charitable grant funds. These recommendations are shared by directing Choice Dollars to enrolled nonprofit organizations, including churches.
Q: What is the Tax Resource Center?
A: The Thrivent Tax Resource Center is a guide to help you navigate the tax season. Please consult with your tax advisor about your specific tax situation.
Q: I’m new to Pinnacle Wealth Management Group. Can you tell me more about your team members’ areas of expertise?
A: Below is a list of our team members and their areas of focus. View our bios to learn more.
Travis Rose
- Personal and estate protection planning, including life insurance and disability income insurance.
- Business planning, including retirement plans for employees, tax-efficiency planning for businesses, buy-sell agreements and analysis for the sale or purchase of a business.
- Tax-efficiency solutions.
- Investments and brokerage accounts.
- Dedicated planning services (for a fee).
- Charitable gifting and planning services and wealth transfer solutions.
- Product areas of expertise include investments, brokerage, managed accounts, mutual funds, annuities, life insurance and disability income insurance.
- Travis is typically available by appointment only.
Jeff Breit
- Financial strategies for businesses, including tax-efficiency solutions for business owners and analysis for business sales, purchases and mergers.
- Dedicated planning services (for a fee).
- Business planning, management and networking, life insurance, disability income insurance, annuities and mutual funds.
Scott Greening
- Investments and managed accounts.
- Retail brokerage accounts.
- Customized Advisor accounts tailored to you.
- Tax-efficiency planning.
- Retirement planning.
Dan Bekx
- Protection planning, including life and disability.
- Tax-efficiency strategies.
- Retirement plans and retirement planning, including traditional and Roth IRAs, mutual funds and annuities.
- Client service support, including product questions.
- Product areas of expertise include annuities, life insurance, disability income insurance and mutual funds.
- Dan also handles day-to-day transactions and can serve clients who need to make timely transactions or have a quick product question.
Anne Nowak
- Brokerage and managed account support.
- Schedules appointments for managed account reviews and assists with managed account transfers and rollovers.
- Client service support for investments and managed accounts.
- Product areas of expertise include brokerage and managed accounts, mutual funds and annuity support.
Ashley Hable
- Document and record management.
- Schedules appointments.
- Supports client communications via mail, email and text.
- Insurance support, including forms and underwriting communications.
- Client service support.
- Product areas of expertise include annuities, life insurance, disability insurance and mutual funds.
Jacquelyn Mize
- Primary front office support, including answers the phone and welcoming clients to our office.
- Schedules client appointments and provides appointment reminders.
- Document and record management.
- Client service and communications.