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Aaron Paul Fopma

Advisor at Thrivent Investment Management — Iowa Falls, IA S Oak St

Updated today

Credentials

Series 66

Experience

8 years

Location

Iowa Falls, IA 50126

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,157

Across 1,410 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Aaron Fopma is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Iowa Falls, IA. He has seven years of industry experience and previously worked for Iowa Select Farms for 22 years. Outside of his advisory role, he serves on several nonprofit boards, including the Scenic City Civic Foundation, Overflow Thrift Store, Omega Life Christian Ministries, and the Iowa Farm Bureau. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account services through its consolidated billing option, 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

See office

Iowa Falls, IA S Oak St

703 S Oak St

Iowa Falls IA 50126

Advisors at this office

4

Most active in

Iowa · Texas

Work history

8 years of industry experience

Thrivent Financial

2018 - Present • 8 years

Appleton, WI

Thrivent Financial

2018 - 2018 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2018 - Present • 8 years

Iowa Falls, IA

Iowa Select Farms

1996 - 2018 • 22 years

Iowa Falls, IA

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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John E

Series 63, Series 66

Ackley, IA

Eagle Strategies (NY Life)

John Enslin is a financial advisor with Eagle Strategies (NY Life) based in Ackley, Iowa, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with firms including Innovative Financial Solutions Group and R2 Financial Strategies, and he operates The Enslin Group, LLC. Outside of financial services, Enslin owns Cougar Fitness LLC, a small gym in Ackley, and serves in community development roles including secretary of the Ackley Development Commission and board member of the Hardin County Economic Development Advisory Council. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a notable focus on retirement investors, defined benefit plans, and insurance-related advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Adam N

Series 66

Iowa Falls, IA

Thrivent Investment Management

Adam Nederhoff is a financial advisor with Thrivent Investment Management in Iowa Falls, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Green Belt Bank & Trust and American Family Insurance. He serves on multiple community boards, including the Ellsworth College Foundation, Hansen Family Hospital, and Lighthouse Center of Hope. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without portfolio management or discretionary trading authority.

Business ownership considerations
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Jason M

Series 66

Eldora, IA

Thrivent Investment Management

Jason Miller is a Series 66-licensed financial advisor with Thrivent Investment Management in Eldora, Iowa, and has four years of industry experience. Prior to his current role, he worked at Metal Tech Industries for nine years. Outside of his advisory work, Miller also works as a weekend delivery driver for a FedEx subcontractor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning on a range of topics without managing discretionary accounts, allowing clients to combine planning with managed-account programs under consolidated billing.

Business ownership considerations
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William R

CFP®, Series 63, Series 65

Geneva, IA

Cetera

William Raney is a CFP® professional at Cetera with 32 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services, LLC since 2013 and has served as a financial advisor at Grundy National Bank since 2006. Raney is also involved in selling fixed life insurance, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services, offering multiple program structures and access to various third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael T

Series 66

Iowa Falls, IA

Thrivent Investment Management

Michael Truesdell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as a board member for the Greater Chamber of Commerce in Story City, participating in the Economic Vitality committee, and works as an assistant basketball coach for a local high school girls’ team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans that address topics such as retirement, tax, estate, and special needs planning. The firm separates its planning services from managed accounts and does not offer portfolio management for institutional clients.

Business ownership considerations
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Christopher W

Series 66

Eldora, IA

Thrivent Investment Management

Christopher Wieting is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial and its investment management division since 2008. Outside of his advisory role, Wieting serves as a volunteer Judicial Magistrate Commissioner on the Hardin County Judicial Magistrate Commission. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based, holistic planning and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while keeping those services separate.

Business ownership considerations
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