Advisor at Thrivent Investment Management
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Location
Washington, KS 66968
Credentials
Series 66
Industry experience
10 years
Lydia Cox is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and planning without discretionary portfolio management. Their services include a combination of planning and managed-account options under a consolidated billing program called “WealthPlan.”
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
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.
110 East 2nd St
Washington, KS 66968
Kansas · Oklahoma · Texas
Thrivent Financial
2016 - Present (10 years)
Thrivent Financial
2016 - 2016 (1 year)
Thrivent Investment Management Inc
2015 - Present (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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 63, Series 65
Greenleaf, KS
Sanctuary Advisors, LLC
Bruce Simmons is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at Sanctuary Securities, Inc. and World Equity Group. Outside of finance, he serves on the board of the USD 108 Endowment and a family dairy farm, and holds a township clerk/trustee role in Greenleaf, KS. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a network of independent advisors and affiliated broker-dealer entities, utilizing a range of account types and investment strategies.
Series 63, Series 66
Hanover, KS
Thrivent Investment Management
Sean Bruna is a financial advisor at Thrivent Investment Management with Series 63 and Series 66 credentials. He has been with Thrivent since 2025 and previously worked at ConocoPhillips and Kansas State University. Outside of his advisory role, he occasionally works as a mechanic on his family’s farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a broad range of planning topics, with options to combine planning and managed-account services under the WealthPlan billing program.
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