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Matthew Gall

Advisor at Thrivent Investment Management

Updated today

Location

Shubert, NE

Credentials

Series 63, Series 65

Industry experience

14 years

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Location

Shubert, NE

Most active in

Nebraska · Texas

Work history

Thrivent Financial

2023 - Present (3 years)

Thrivent Financial

2023 - 2023 (1 year)

Thrivent Investment Management Inc

2023 - Present (3 years)

Unemployed

2023 - 2023 (1 year)

Weitz Securities, Inc

2022 - 2022 (1 year)

Ceros Financial Services, Inc.

2020 - 2022 (2 years)

Flexible Plan Investments

2020 - 2022 (2 years)

Pacific Life Insurance Company

2017 - 2020 (3 years)

Pacific Select Distributors, LLC

2017 - 2020 (3 years)

Tax Save Express Inc

2012 - 2017 (5 years)

PFS Investments, Inc.

2010 - 2017 (7 years)

Primerica Financial services

2009 - 2017 (8 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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Christopher G

Series 65

Rock Port, MO

Summit Vision Financial, LLC

Christopher Gebhards is a Series 65 licensed advisor with Summit Vision Financial, LLC in Rock Port, Missouri, bringing seven years of industry experience. Prior to founding Summit Vision Financial in 2018, he operated Chris Gebhards Financial Coaching for ten years and has been involved in education as a wrestling coach at Rock Port R-II Schools since 2005. Outside of financial advising, he manages Gebhards Grain, a farming business, and serves on the boards of JRS Farms Incorporated and RB-Grain Corporation. Summit Vision Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs but may incorporate active management and third-party managers when appropriate, alongside educational seminars and speaking engagements on financial topics.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Richard W

Series 63, Series 65

Auburn, NE

Impact Partnership Wealth, LLC

Richard Warner is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at Virtue Wealth Counsel, LLC, Sequent Planning, LLC, and several other firms. Outside of his advisory role, Warner coaches high school and Legion baseball and teaches retirement-related topics such as Social Security and Medicare to the public. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary wrap-fee platform.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments

Terri B

Series 63, Series 66

Auburn, NE

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies General retirement planning

Darin D

Series 63, Series 66

Falls City, NE

Edward Jones

Adam M

CFP®, Series 63, Series 66

Falls City, NE

Edward Jones

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