Geneos Wealth Management
46yrs
Top advisor by experience in Rochester
5yrs
Sophi Heim
Financial advisor at Thrivent Investment Management
Based in Rochester, Minnesota, Sophi Heim is a fiduciary financial advisor with 5 years of industry experience. Sophi has been with Thrivent Investment Management since 2024; before that, Sophi spent two years at Ameriprise Financial Services. Thrivent Investment Management offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 245 advisors with offices in Rochester, and one of 205 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office975 34th Ave NW, Rochester, MN 55901
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$162,801
Advisors at the firm3,159
States licensed ?2 states
Services through Thrivent Investment Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowThrivent Investment Management Inc.Current firm
- 2022 – 2024Ameriprise Financial Services, LLCPreviously
Contact Sophi
(800) 847-4836Firm headquarters in Minneapolis, MN. Ask for Sophi. 975 34th Ave NWRochester, MN 55901Office · Get directions Instagram pageThrivent Investment Management
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Questions to ask Sophi
Tailored to Sophi’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sophi
How do I contact Sophi?
Call Thrivent Investment Management at (800) 847-4836 and ask for Sophi Heim. Sophi works from the Rochester, MN office.
How long has Sophi been a financial advisor?
Sophi has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Sophi hold?
Series 66. Tap any license on this page to see what it allows.
Is Sophi a fiduciary?
Sophi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sophi paid?
Thrivent Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Sophi for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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