Adam Scheerer
Advisor at Thrivent Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Thrivent Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Downers Grove, IL 60515
Credentials
Series 63, Series 66
Industry experience
1 year
Adam Scheerer is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 66 credentials. He has been with Thrivent and its affiliated entities since 2024 and has prior experience at H&R Block and in state government roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without implementing those recommendations. The firm combines goal-based planning with managed-account programs under a consolidated billing option, maintaining a separation between planning and portfolio management services.
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.
1411 Opus Place
Downers Grove, IL 60515
Illinois · Indiana
Thrivent Financial
2025 - Present (1 year)
Thrivent Financial
2025 - 2025 (1 year)
H&R Block
2025 - 2025 (1 year)
Thrivent Investment Management Inc
2024 - Present (2 years)
State of Indiana
2023 - 2025 (2 years)
Unemployed
2023 - 2023 (1 year)
H&R Block
2023 - 2023 (1 year)
Unemployed
2020 - 2022 (2 years)
Law Office Support Services
2020 - 2020 (1 year)
Marsh, Fischmann, & Breyfogle
2019 - 2020 (1 year)
Unemployed
2019 - 2019 (1 year)
H&R Block
2019 - 2019 (1 year)
UNEMPLOYED
2018 - 2018 (1 year)
H&R Block
2018 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
Papa Johns
2016 - 2017 (1 year)
Indiana University
2014 - 2017 (3 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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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