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Amanda Wikstrom

Advisor at Thrivent Investment Management

Updated today

Location

Hudson, WI 54016

Credentials

Series 66

Industry experience

2 years

About

Amanda Wikstrom is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at 3M and PepsiCo, Frito-Lay. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses across various planning topics. The firm offers planning separately from managed accounts and does not provide institutional portfolio management or serve as an adviser selector for institutional mandates.

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

805 Dominion Drive

Hudson, WI 54016

Most active in

Texas · Wisconsin

Work history

Thrivent Financial

2024 - Present (2 years)

Thrivent Financial

2024 - 2024 (1 year)

Thrivent Investment Management Inc

2023 - Present (3 years)

3 M

2018 - 2023 (5 years)

PepsiCo, Frito-Lay

2016 - 2018 (2 years)

Disclosures

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

Business activities & affiliations

Dejan I

Series 65

Lake Elmo, MN

SCM Investment Services

I'm the founder of SCM Investment Services in Lake Elmo, MN — a fee-only, fiduciary advisory firm built on one belief: everyone deserves honest financial advice from someone legally required to put their interests first. My path here started on the trading floor at the Chicago Board of Trade, where I transacted over $1 billion in US Treasury Notes daily and later served as VP and Director of Discretionary Trading Operations. With degrees in Computer Science and Chemistry, I've always approached investing as a hard science — not a sales pitch. I earned my MBA from the University of Chicago Booth School of Business, the epicenter of evidence-based investing. No commissions. No exceptions. I've been quoted as a financial expert in CNN Money, Fortune, the Chicago Tribune, US News, and Investment News.

General retirement planning Wealth management Retirement income strategy Retirement withdrawal strategies Tax-loss harvesting
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Peter O

Series 63, Series 65

Maplewood, MN

MPM Financial Corporation

Peter O'Brien is a financial advisor with MPM Financial Corporation in Maplewood, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at MPM Financial Corporation since 2005 and previously held roles at Voya Financial Advisors and Purshe Kaplan Sterling Investments. In addition to his advisory work, he is a licensed agent involved in the sale of fixed insurance products. MPM Financial Corporation provides discretionary asset management and advisory services to individual clients and qualified retirement plans. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios to clients’ goals, time horizons, and risk tolerances, and offers financial consulting on retirement, insurance, budgeting, and legacy planning at no additional cost.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Debt management
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Justin M

Series 66

Woodbury, MN

VIP Financial Associates

Justin Munger is a financial advisor at VIP Financial Associates with 16 years of industry experience. He has worked at Premier Capital Management, LLC dba VIP Financial Associates since 2016 and previously at Sawtooth Solutions LLC. In addition to his advisory role, Munger is an independent life and health insurance agent licensed in Minnesota and Wisconsin and owns a pet sitting and cleanup services business. VIP Financial Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm’s investment process focuses on individualized asset allocation and uses a combination of fundamental and technical analysis, relying on third-party model managers and ongoing portfolio monitoring.

General retirement planning Cash flow / budgeting
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Jesse S

CFP®, Series 63

Bayport, MN

Prevail Financial Partners, LLC

Jesse Sell is a CFP® with 31 years of industry experience, currently serving as the sole advisor at Prevail Financial Partners, LLC since 2019. Prior to founding Prevail, he worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory work, he serves as Treasurer and Secretary for his neighborhood Homeowners Association in West Lakeland, Minnesota. Prevail Financial Partners is a state-registered independent advisory firm that provides portfolio management, investment advice, and financial planning services to individual and high-net-worth clients. The firm manages approximately $63.7 million across 70 client relationships, employing a client-driven investment process that includes asset allocation, dollar-cost averaging, and both long- and short-term trading, with a focus on non-discretionary account management.

General retirement planning Annuities Options & derivatives strategies
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Jay R

Series 63, Series 65

Stillwater, MN

Investors Choice

Jay Radke is a financial advisor with Investors Choice in Stillwater, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Investors Choice from 1999 to 2018. In addition to his advisory role, Radke has been a licensed life insurance agent since 1984, providing insurance products to clients as needed. Investors Choice is an independent firm offering financial planning, investment advisory, and portfolio management services to individual clients. The firm manages approximately $1.41 million across a limited number of accounts, using a customized investment approach that incorporates various analysis techniques and a range of instruments, including mutual funds, ETFs, stocks, bonds, options, CDs, and annuities. The firm also sells insurance products and offers fixed and variable annuities, combining fee-based advisory and insurance services.

Active portfolio management Options & derivatives strategies Annuities
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David H

CFP®, ChFC®, Series 63, Series 66

Woodbury, MN

Hammer Advisory Services, Inc.

David Hammer is a financial advisor and principal of Hammer Advisory Services, Inc. in Woodbury, MN, with 14 years of industry experience. He holds the CFP® and ChFC® designations and has led his independent firm since 2010. Hammer Advisory Services provides portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm oversees approximately $51 million in non-discretionary assets across about 72 client relationships, using fundamental analysis and long-term strategies implemented through mutual funds, ETFs, equities, fixed income, and government securities.

General retirement planning College savings (529s, UTMA, etc.)
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