Advisor at Thrivent Advisor Network, LLC
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Firm
Thrivent Advisor Network, LLC
Location
Kennewick, WA 99336
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
25 years
Michelle Clary is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has been with Thrivent Advisor Network, LLC since 2020 and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 18 years. Clary serves on the board of the InFaith Community Foundation and is Vice President of the Tri-Cities Estate Planning Council. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach, using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by comprehensive client reviews and a connection to the broader Thrivent group.
Based on Thrivent Advisor Network, LLC
Based on Thrivent Advisor Network, LLC
$0+: Up to 2% annually (negotiable, varies by client and services) N/A+: Up to 1.5% annually for fee-based annuities N/A+: Up to 1% annually for fee-based 529 accounts
Advisory Persons who are registered representatives may earn commissions on securities and insurance products separately from advisory fees.
Fee-only: Investment management fees paid quarterly in advance, negotiable and based on factors including services and asset size.
11257 W Clearwater Ave, #110
Kennewick, WA 99336
Texas · Washington
Thrivent Advisor Network, LLC dba Piton Wealth
2020 - Present (6 years)
Purshe Kaplan Sterling Investments, Inc.
2020 - 2022 (2 years)
THRIVENT FINANCIAL for Lutherans
2002 - 2020 (18 years)
Thrivent Investment Management
2002 - 2020 (18 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
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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
Kennewick, WA
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Wealth Management Northwest, Inc.
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Monson Wealth Management, Inc.
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