Advisor at Thrivent Advisor Network, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Thrivent Advisor Network, LLC
Location
Hoagland, IN 46745
Credentials
Series 65
Industry experience
4 years
Up to 2% annually, negotiable and based on several factors including services, complexity, and asset level
Certain Advisory Persons earn commissions as registered representatives of Thrivent Investment Management Inc. and/or as licensed insurance professionals; commissions are separate and in addition to advisory fees
Fee-only: Investment advisory fees paid quarterly in advance, negotiable, up to 2% annually, with billing options including fixed percentage, tiered incremental fee, linear breakpoint fee, or flat dollar fee (flat dollar fee no longer offered for new clients)
Thrivent Advisor Network, LLC
2021 - Present (5 years)
Unemployed/Sabbatical
2020 - 2021 (1 year)
Lincoln Financial Group
2004 - 2020 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Fort Wayne, IN
Edward Jones
Series 66
Fort Wayne, IN
Edward Jones
CFP®, Series 66
Fort Wayne, IN
Edward Jones
Series 66
Fort Wayne, IN
Merrill
Ian Mccormick is the Senior Resident Director and Wealth Management Advisor at Merrill's Fort Wayne office. He holds a Bachelor's Degree from Indiana University and began his career in financial services in 2011, joining Merrill Lynch Wealth Management in 2019. In 2020, he assumed the leadership role as Resident Director of the Fort Wayne branch, where he serves in both a supervisory capacity as branch manager and as a financial advisor managing client wealth. He holds the Accredited Asset Management Specialist™ designation and the CERTIFIED FINANCIAL PLANNER® certification. His expertise encompasses a comprehensive approach to wealth management that includes investment planning, banking, borrowing and liability management through Bank of America, risk management, and trust and estate planning services. Ian works closely with clients to develop personalized financial strategies aligned with their goals and values. Ian resides in Fort Wayne, Indiana with his wife and two daughters. He is an officer of Sol D Bayless Lodge #359 F.&A.M. and a member of the Rotary Club of Fort Wayne. He is also involved with Plymouth Congregational Church, UCC, and participates actively in community organizations.
Series 66
Fort Wayne, IN
Edward Jones
CFP®, Series 63, Series 66
Fort Wayne, IN
Edward Jones
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