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Bailey Jon Mcmahon

Advisor at Thrivent Investment Management — Crosslake, MN

Updated today

Credentials

Series 66, Series 63

Experience

3 years

Location

Crosslake, MN 56442

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,158

Across 1,413 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Bailey Mcmahon is a financial advisor at Thrivent Investment Management with three years of industry experience. Mcmahon holds the Series 66 and Series 63 designations and previously worked at Northwestern Mutual Wealth Management Company. Outside of finance, Mcmahon has experience in the food service industry, including roles at Prairie Bay Grill and Catering. 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 that covers a broad range of financial topics, with clients able to combine planning and managed-account services under a consolidated billing option called 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

Crosslake, MN

35258 Cr 3

Crosslake MN 56442

Advisors at this office

3

Most active in

Minnesota

Work history

3 years of industry experience

Thrivent Financial

2025 - Present • 1 year

Appleton, WI

Thrivent Investment Management Inc

2024 - Present • 2 years

Crosslake, MN

Thrivent Financial

2024 - 2025 • 1 year

Appleton, WI

Unemployed

2024 - 2024 • 1 year

Pequot, MN

Northwestern Mutual Wealth Management Company

2023 - 2024 • 1 year

Milwaukee, WI

Prairie Bay - Grill and Catering

2022 - 2023 • 1 year

Baxter, MN

Northwestern Mutual Investment Services LLC

2022 - 2024 • 2 years

Baxter, MN

David Cowell

2022 - 2024 • 2 years

Baxter, MN

David Cowell

2022 - 2022 • 1 year

Baxter, MN

Student

2021 - 2022 • 1 year

Duluth, MN

Student

2020 - 2021 • 1 year

Duluth, MN

University of Minnesota Duluth Housing

2020 - 2021 • 1 year

Duluth, MN

Grandview Lodge

2020 - 2021 • 1 year

Nisswa, MN

Student

2019 - 2020 • 1 year

Duluth, MN

A and W Restaurants

2019 - 2019 • 1 year

Nisswa, MN

Unemployed

2018 - 2019 • 1 year

Nisswa, MN

A and W Restaurants

2018 - 2018 • 1 year

Nisswa, MN

Unemployed

2017 - 2018 • 1 year

Nisswa, MN

A and W Restaurants

2017 - 2017 • 1 year

Nisswa, MN

Carlson Hardware

2016 - 2017 • 1 year

Nisswa, MN

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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Robert F

Series 65

Crosslake, MN

Parsonex Advisory Services, Inc.

Robert Fuhrman is a financial advisor with Parsonex Advisory Services, Inc. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Parsonex in 2017, he worked at Larson-Juhl from 2015 to 2017. Outside of his advisory role, Fuhrman is involved in sales positions with several companies in the framing and grocery product industries. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach that includes selecting and monitoring sub-advisors and provides discretionary managed accounts with ongoing performance reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations College savings (529s, UTMA, etc.)
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Kimberly B

Series 63, Series 65

Pequot Lakes, MN

Empower Advisory Group

Kimberly Brown is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, she has participated as a crew member for public and private charter boat lake tours with Breezy Belle Cruises Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Diane R

Series 63

Pequot Lakes, MN

Independent Financial Group, LLC

Diane Rook Johnson is a financial advisor with Independent Financial Group, LLC, holding a Series 63 license and bringing 29 years of industry experience. She has been with Independent Financial Group since 2014 and has a long tenure with Western Fraternal Life dating back to 1983. Outside of her advisory work, she is involved in farming and beekeeping as a 50% owner and holds ownership interests in rental properties. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party asset managers through its national network of Investment Adviser Representatives.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Marcy W

Series 66

Nisswa, MN

Edward Jones

Marcy Weaver is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at MicroNet for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Lillie P

Series 63, Series 66

Crosslake, MN

Ameriprise

Lillie Pearo is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Ameriprise since 2016, initially with Ameriprise Financial Services, Inc., before joining the current entity in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael J

Series 63, Series 65

Pequot Lakes, MN

Morgan Stanley

Michael Junker is a financial advisor with Morgan Stanley in Pequot Lakes, MN, holding Series 63 and Series 65 designations and has 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and previously at Citigroup Global Markets beginning in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market modeling in its advisory process.

General estate planning guidance
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