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Adam Robert Jenkins

Advisor at Thrivent Investment Management — Cedar Springs, MI

Updated today

Credentials

Series 63, Series 66

Experience

3 years

Location

Cedar Springs, MI

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,192

Across 1,430 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Adam Jenkins is a financial advisor with Thrivent Investment Management in Cedar Springs, MI, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Northwestern Mutual and has experience in general business operations, including managing a tanning salon through Solara LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account services under a consolidated billing option.

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

Cedar Springs, MI

Cedar Springs MI

Advisors at this office

1

Most active in

District of Columbia · Michigan · Oklahoma · Texas

Work history

3 years of industry experience

Thrivent Financial

2024 - Present • 2 years

Appleton, WI

Thrivent Investment Management

2024 - Present • 2 years

Minneapolis, MN

Northwestern Mutual Wealth Management Company

2024 - 2024 • 1 year

Milwaukee, WI

Northwestern Mutual Investment Services LLC

2023 - 2024 • 1 year

Grand Haven, MI

Northwestern Mutual Life Insurance Company

2023 - 2024 • 1 year

Milwaukee, WI

Solara LLC

2023 - 2024 • 1 year

Grand Haven, MI

Great Garden Plants

2022 - 2023 • 1 year

Grand Haven, MI

Remarketable LLC

2022 - 2024 • 2 years

Grand Haven, MI

Northpointe Bank

2020 - 2022 • 2 years

Grand Rapids, MI

Avana Investments LLC

2019 - 2020 • 1 year

Casco, MI

Aflac

2019 - 2020 • 1 year

Grand Rapids, MI

BC Foods LLC

2018 - 2019 • 1 year

Allendale, MI

Eby Brown

2010 - 2019 • 9 years

Ypsilanti, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jerome M

Series 65

Sparta, MI

Compound Value Advisers, LLC

Jerome Matecun is a financial advisor at Compound Value Advisers, LLC in Sparta, MI, holding a Series 65 designation with 16 years of industry experience. He previously worked at Exit Strategies Group Inc. from 2013 to 2019 and has been with Compound Value Advisers since 2013. Compound Value Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, trusts, estates, and corporate plan sponsors. The firm manages approximately $24.8 million across a small number of client accounts, employing a strategic asset allocation framework with diversified low-cost index funds and ETFs, discretionary portfolio management, and additional services including business valuations and retirement plan advisory.

Passive / index investing Options & derivatives strategies Real estate investing Founder/Business Owner
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Derrin L

Series 63, Series 65

Pierson, MI

Derrin Leigh LLC

Derrin Leigh is the sole advisor at Derrin Leigh LLC, an independent firm based in Pierson, MI. He holds Series 63 and Series 65 credentials and has 16 years of industry experience, including 17 years at Financial Architechs prior to founding his current firm in 2018. Derrin Leigh LLC provides comprehensive investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals and small business owners. The firm combines fundamental and technical analysis in managing discretionary portfolios that include ETFs, equities, mutual funds, bonds, and REITs, and routinely employs short-term trading and covered-call option strategies.

Active portfolio management Options & derivatives strategies Passive / index investing Real estate investing Founder/Business Owner
user avatar

Andrew W

CFA®, Series 63, Series 66

Rockford, MI

Wentworth Wealth Group

Andrew Wentworth is a CFA® charterholder and financial advisor at Wentworth Wealth Group with nine years of industry experience. Before founding his independent firm, he worked at Northwestern Mutual, Empower, and TD Ameritrade. Wentworth Wealth Group serves individuals and high-net-worth clients by providing ongoing portfolio management guided by fundamental analysis, modern portfolio theory, and quantitative methods. The firm employs a long-term trading approach tailored to each client’s goals and typically manages accounts on a discretionary basis using mutual funds, ETFs, equities, fixed income, and select non-U.S. securities.

Passive / index investing Real estate investing
user avatar

Andrew H

Series 65

Rockford, MI

Howard Fiduciary Investments

Andrew Howard is the principal at Howard Fiduciary Investments with a Series 65 designation and nine years of industry experience. Prior to founding his independent firm in 2026, he spent ten years at Fiduciary Financial Advisors. Outside of his advisory role, he is involved in a business coaching venture and maintains a separate equity investment entity. Howard Fiduciary Investments offers discretionary investment management and financial planning services to individuals, families, trusts, estates, retirement accounts, business entities, and nonprofit organizations. The firm employs a multi-method analysis framework and provides tailored investment strategies and planning tiers to align with clients’ objectives, risk tolerances, and tax considerations.

Active portfolio management Passive / index investing Tax-loss harvesting General retirement planning
user avatar

Mitchell L

Series 65, Series 66

Rockford, MI

Mitch Lyons Wealth LLC

Mitchell Lyons is the sole advisor at Mitch Lyons Wealth LLC, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at several firms including Global Financial Private Capital, LLC and Lyons Kitzrow Wealth Management. Lyons is also an independent licensed insurance agent and owner of Mitch Lyons Wealth LLC. Mitch Lyons Wealth LLC provides portfolio management services for individual and high-net-worth clients, employing multiple analysis methods such as fundamental, technical, quantitative analysis, and modern portfolio theory. The firm implements long-term strategies alongside options trading and utilizes third-party model portfolios through AE Wealth Management.

Options & derivatives strategies Passive / index investing Wealth management
user avatar

Donald P

Series 65

Rockford, MI

Mitch Lyons Wealth LLC

Donald Price III is a financial advisor with Mitch Lyons Wealth LLC in Rockford, MI. He holds a Series 65 designation and has been with the firm since 2022, previously working for Geek Squad from 2016 to 2022. Mitch Lyons Wealth LLC provides portfolio management and investment advisory services to individual and high-net-worth clients, offering tailored investment strategies and written policy statements. The firm employs a blend of analytical methods and utilizes both long-term and options trading strategies.

Options & derivatives strategies Passive / index investing Wealth management
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