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Dillon Lubischer

Advisor at Thrivent Investment Management

Updated today

Location

Yankton, SD

Credentials

Series 66

Industry experience

3 years

About

Dillon Lubischer is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has held roles at Thrivent Financial, RentVision, Sandhills Global, McMill CPAs and Advisors, First National Bank of Omaha, and Midwest Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers retirement, tax, estate, business continuation, and special needs topics. The firm delivers these services through a network of financial advisors and allows clients to combine planning with managed-account programs under a consolidated billing option 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

Yankton, SD

Most active in

Nebraska · South Dakota · Texas

Work history

Thrivent Financial

2022 - Present (4 years)

Thrivent Financial

2022 - 2022 (1 year)

Thrivent Investment Management Inc

2022 - Present (4 years)

RentVision

2021 - 2022 (1 year)

Sandhills Global

2021 - 2021 (1 year)

McMill CPAs and Advisors

2020 - 2021 (1 year)

First National Bank of Omaha

2018 - 2020 (2 years)

Wayne State College

2017 - 2021 (4 years)

Midwest Bank

2016 - 2018 (2 years)

Pierce Jr. Sr. High School

2011 - 2017 (6 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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Justin D

Series 66

Yankton, SD

IPI Wealth Management, Inc.

Justin Dietrich is a financial advisor at IPI Wealth Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at IPI Wealth Management since 2021. Outside of his advisory role, Dietrich serves as President and Director of Coaching for the Yankton Youth Soccer Association in a voluntary capacity. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes an open-architecture investment platform with proprietary risk-based models and an investment committee framework, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

ESG / Sustainable investing Retirement income strategy
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Jennifer L

CFP®, ChFC®, Series 66

Yankton, SD

IPI Wealth Management, Inc.

Jennifer Larson is a CFP® and ChFC® credentialed financial advisor with 17 years of industry experience. She has been with IPI Wealth Management, Inc. since 2008. Outside of her advisory role, Larson is the owner and president of Investment Planners of SD, Inc. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an outsourced-agent operational model for trade execution and portfolio management.

ESG / Sustainable investing Retirement income strategy
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Lori R

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Yankton, SD

SPC

Lori Rothenberger is a financial advisor with SPC, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Home Federal Bank. She serves as a board member and treasurer of the Large Munsterlander Association of America, where she maintains financial accounting and provides reports to the board. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies primarily through discretionary management with options for nondiscretionary arrangements.

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Kaye C

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Yankton, SD

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Kaye Cwach is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David H

CFP®, Series 66

Yankton, SD

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David Hosmer is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc. He has 12 years of industry experience and previously worked at Den Herder Law Office, PC. Outside of his advisory role, Hosmer owns and produces a podcast series interviewing World War II veterans and is authoring two related books. He also serves on the finance committees of Avera Sacred Heart Hospital and the local United Way chapter. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm primarily provides non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Cory M

Series 66

Yankton, SD

Ameriprise

Cory Meng is a financial advisor with Ameriprise in Yankton, SD, holding a Series 66 designation and beginning his advisory career in 2025. Prior to Ameriprise, he worked at Hubbs Agency Inc and Hydro, with additional experience at MAC Factoring LLC. Meng also operates LFP Consulting, LLC, which manages payroll and benefits services. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary recommendations delivered in partnership with advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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