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
Wahoo, NE 68066
Credentials
CFP®, ChFC®, Series 66
Industry experience
14 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 Investment Management, Inc.
2024 - Present (2 years)
Purshe Kaplan Sterling Investments
2020 - 2024 (4 years)
Thrivent Advisor Network, LLC d/b/a RetirePath Advisors
2020 - Present (6 years)
THRIVENT FINANCIAL for Lutherans
2012 - 2020 (8 years)
Thrivent investment Management Inc
2011 - 2020 (9 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
Wahoo, NE
Edward Jones
Series 63, Series 65
Valley, NE
Cherry Creek Financial Advisors, Inc.
Series 63, Series 65
Valley, NE
Cherry Creek Financial Advisors, Inc.
Series 63, Series 66
Wahoo, NE
Focus Partners Wealth, LLC
Series 65
Wahoo, NE
Thrivent Advisor Network, LLC
Series 63, Series 66
Ashland, NE
Principal Financial Services
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