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Agnes Schoch

Advisor at Thrivent Investment Management

Updated today

Location

Decatur, IN 46733

Credentials

Series 66

Industry experience

19 years

About

Agnes Schoch is a financial advisor with Thrivent Investment Management in Decatur, Indiana, holding a Series 66 credential and 19 years of industry experience. She has been with Thrivent-affiliated firms since 2006. Outside of her advisory role, Schoch serves on the Geneva Town Council, as a member of the Local Emergency Management Committee, and on the Adams County Economic Development board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers integrated planning and managed-account services under a consolidated billing arrangement 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

203 N 12 Th St

Decatur, IN 46733

Most active in

Indiana

Work history

Thrivent Financial For Lutherans

2007 - Present (19 years)

Thrivent Investment Management inc

2006 - Present (20 years)

Disclosures

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

Business activities & affiliations

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Michael H

Series 63, Series 66

Decatur, IN

Midwest Capital Financial Advisors, LLC

Michael Hamilton is a financial advisor at Midwest Capital Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Moneyblock. In addition to his advisory role, he is president and owner of Midwest Capital Resources, Inc., where he provides insurance consulting and sales of non-registered insurance products. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser with two advisors managing approximately $12.9 million in client assets. The firm serves individuals, trusts, charitable organizations, and employer-sponsored plans, offering portfolio management, financial planning, and retirement-plan services using a combination of fundamental and technical analysis alongside various trading strategies.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retired
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Jerry B

Series 65

Decatur, IN

Midwest Capital Financial Advisors, LLC

Jerry Baughman is a financial advisor at Midwest Capital Financial Advisors, LLC with a Series 65 credential and recent experience in the financial services industry since 2023. Prior to joining the firm, he held roles at Midwest Capital Resources and Collins Mobile LLC, among others. He is also an insurance agent at Midwest Capital Resources, a non-investment related insurance agency. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser serving approximately 100 clients with $12.9 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a combination of fundamental and technical analysis alongside various investment strategies.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retired
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Brad J

Series 65

Hoagland, IN

Thrivent Advisor Network, LLC

Brad Jeffrey is a Series 65-licensed financial advisor with Thrivent Advisor Network, LLC, bringing four years of industry experience. He previously worked at Lincoln Financial Group for sixteen years before joining Thrivent Advisor Network in 2021. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a structure integrated into the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Joshua S

Series 66

Decatur, IN

OneAscent Financial Services LLC

Joshua Smith is a financial advisor with OneAscent Financial Services LLC in Decatur, IN, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cambridge Investment Research Inc., and First Bank of Berne. Outside of his advisory work, he volunteers with Lifewise Academy. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and ERISA fiduciary services, utilizing a combination of direct management, third-party managers, and unified managed accounts.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Kaden B

Series 65

Bluffton, IN

OneAscent Financial Services LLC

Kaden Bussel is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds the Series 65 credential and has worked at OneAscent since 2021. Outside of his advisory role, Bussel owns and manages a duplex through H&K Estates LLC. OneAscent Financial Services LLC manages approximately $2.61 billion through 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Adam G

Series 63, Series 65

Hoagland, IN

Thrivent Advisor Network, LLC

Adam Gottschalk is a financial advisor at Thrivent Advisor Network, LLC with two years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Credent Wealth Management and Thrivent Investment Management Inc. Outside of finance, he has been involved with the Hugh and Edna White Library and Spring Arbor University. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s long-term investment approach emphasizes customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, with ongoing client reviews and access to a broad range of implementation options.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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