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Ian Cole

Advisor at Thrivent Investment Management

Updated today

Location

Bourbonnais, IL

Credentials

Series 66

Industry experience

5 years

About

Ian Cole is a financial advisor at Thrivent Investment Management with six years of industry experience and holds a Series 66 designation. Prior to joining Thrivent, he worked at Olivet Nazarene University and Momence Church of the Nazarene. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics without portfolio management or institutional advisory services. The firm uses goal-based analyses and allows clients to combine planning with managed accounts 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

Bourbonnais, IL

Most active in

Illinois · Oklahoma · Wisconsin

Work history

Thrivent Financial

2021 - Present (5 years)

Thrivent Financial

2020 - 2021 (1 year)

Thrivent Investment Management Inc

2020 - Present (6 years)

Olivet Nazarene University

2017 - 2020 (3 years)

Momence Church of the Nazarene

2015 - 2017 (2 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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