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Adam Jenkins

Advisor at Thrivent Investment Management

Updated today

Location

Cedar Springs, MI

Credentials

Series 63, Series 66

Industry experience

2 years

About

Adam Jenkins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Northwestern Mutual and various business ventures. Outside of advisory work, he is the managing member of a tanning salon business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm emphasizes broad planning topics and offers clients the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

Cedar Springs, MI

Most active in

District of Columbia · Michigan · Oklahoma · Texas

Work history

Thrivent Financial

2024 - Present (2 years)

Thrivent Investment Management

2024 - Present (2 years)

Northwestern Mutual Wealth Management Company

2024 - 2024 (1 year)

Northwestern Mutual Investment Services LLC

2023 - 2024 (1 year)

Northwestern Mutual Life Insurance Company

2023 - 2024 (1 year)

Solara LLC

2023 - 2024 (1 year)

Great Garden Plants

2022 - 2023 (1 year)

Remarketable LLC

2022 - 2024 (2 years)

Northpointe Bank

2020 - 2022 (2 years)

Avana Investments LLC

2019 - 2020 (1 year)

Aflac

2019 - 2020 (1 year)

BC Foods LLC

2018 - 2019 (1 year)

Eby Brown

2010 - 2019 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brandon T

Series 7, Series 66

Cedar Springs, MI

Ameriprise

My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.

General retirement planning General tax planning Life insurance needs analysis General estate planning guidance Debt management Approaching retirement
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Mitchell L

Series 65, Series 66

Rockford, MI

Mitch Lyons Wealth LLC

Mitchell Lyons is the sole advisor at Mitch Lyons Wealth LLC, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at several firms including Global Financial Private Capital, LLC and Lyons Kitzrow Wealth Management. Lyons is also an independent licensed insurance agent and owner of Mitch Lyons Wealth LLC. Mitch Lyons Wealth LLC provides portfolio management services for individual and high-net-worth clients, employing multiple analysis methods such as fundamental, technical, quantitative analysis, and modern portfolio theory. The firm implements long-term strategies alongside options trading and utilizes third-party model portfolios through AE Wealth Management.

Options & derivatives strategies Passive / index investing Wealth management
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Jerome M

Series 65

Sparta, MI

Compound Value Advisers, LLC

Jerome Matecun is a financial advisor at Compound Value Advisers, LLC in Sparta, MI, holding a Series 65 designation with 16 years of industry experience. He previously worked at Exit Strategies Group Inc. from 2013 to 2019 and has been with Compound Value Advisers since 2013. Compound Value Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, trusts, estates, and corporate plan sponsors. The firm manages approximately $24.8 million across a small number of client accounts, employing a strategic asset allocation framework with diversified low-cost index funds and ETFs, discretionary portfolio management, and additional services including business valuations and retirement plan advisory.

Passive / index investing Options & derivatives strategies Real estate investing Founder/Business Owner
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Derrin L

Series 63, Series 65

Pierson, MI

Derrin Leigh LLC

Derrin Leigh is the sole advisor at Derrin Leigh LLC, an independent firm based in Pierson, MI. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior work at Financial Architechs. Before founding his current practice in 2018, he founded and sold a larger wealth-management business. Derrin Leigh LLC provides comprehensive investment advisory services and financial planning primarily for individual clients, including high-net-worth individuals and small business owners. The firm combines fundamental and technical analysis in its investment approach and regularly employs short-term trading and covered-call option strategies alongside longer-term positions.

Active portfolio management Options & derivatives strategies Passive / index investing Real estate investing Founder/Business Owner
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Matthew G

Series 65

Rockford, MI

Ardent Wealth Management

Matthew Gusky is a financial advisor at Ardent Wealth Management in Rockford, MI, with five years of industry experience. He holds a Series 65 designation and previously worked at Lifeworks Advisors, LLC and Regal Holdings, LLC. Outside of his advisory role, he is involved in insurance sales through affiliations with Regal Financial Group and Commission Crosswise Insurance Agency. Ardent Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including pension plans, trusts, charitable organizations, businesses, and individuals. The firm employs a planning-based and risk-based investment approach that integrates factor-based equity and ETF strategies, options hedging, and systematic rebalancing, combining quantitative and fundamental research with technical analysis.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Founder/Business Owner
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Adam S

Series 65

Rockford, MI

Swartz Wealth Management LLC

Adam Skedgell is a financial advisor at Swartz Wealth Management LLC, holding a Series 65 designation. He has been with the firm since 2026 and has prior experience at Adfam LLC. Swartz Wealth Management LLC is a registered investment adviser that provides ongoing portfolio management and modular financial planning to individuals, high-net-worth clients, and entities such as trusts and estates. The firm focuses on passive, long-term investment strategies using low-cost index funds and ETFs, and offers educational content and seminars to clients and prospects.

General retirement planning Social Security optimization Cash flow / budgeting Passive / index investing
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