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.
Credentials
Series 63, Series 65
Experience Industry experience
20 years
Location
Scribner, NE 68057
Thrivent Advisor Network, LLC
Multi-team
Beth Boyle is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior work includes positions at Purshe Kaplan Sterling Investments, Thrivent Financial for Lutherans, and Waddell & Reed. Outside of advising, she serves as chairperson of the Scrivner Sports Complex Board, participates in Scrivner Economic Development activities, and is a board member of Low Income Ministry of Dodge County. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm typically constructs diversified, long-term portfolios using low-cost mutual funds and ETFs, while offering access to independent managers and model portfolios.
Based on Thrivent Advisor Network, LLC
Based on Thrivent Advisor Network, LLC
Fixed fees reported in SEC Form ADV Part 1 for planning and consulting services, but specific amounts not stated.
up to 2% annually (negotiable, varies by client, includes fixed percentage fee, tiered incremental fee, or linear breakpoint fee)
Advisory Persons who are registered representatives or licensed insurance professionals may receive separate commission-based compensation for securities or insurance products.
Hourly charges are reported in SEC Form ADV Part 1 but specific hourly rates are not clearly stated in the brochure.
Scribner, NE
437 Main Street
Scribner NE 68057
Advisors at this office
1
Nebraska · Texas
20 years of industry experience
Purshe Kaplan Sterling Investments, Inc.
2020 - Present • 6 years
Scribner, NE
Thrivent Advisor Network, LLC
2020 - Present • 6 years
Scribner, NE
THRIVENT FINANCIAL for Lutherans
2011 - 2020 • 9 years
Appleton, WI
Thrivent Investment Management inc
2011 - 2020 • 9 years
Scribner, NE
Waddell & Reed
2006 - 2011 • 5 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 66
West Point, NE
Edward Jones
Natalie Stratman is a Series 66 licensed financial advisor with Edward Jones, based in West Point, Nebraska. She has two years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.
CFP®, Series 63
West Point, NE
LPL Financial
Jeffry Phillips is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial since 1995. Based in West Point, NE, he holds the Series 63 designation and has served as a member of the Midwest Bank NA 401(k) committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, supporting customized investment strategies with extensive operational and research resources.
Series 66
West Point, NE
LPL Financial
Shawn Macken is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Expanse Holdings, LLC and Waddell & Reed, Inc. Outside of his advisory work, he is the owner and managing member of West Point Brewing Co., LLC, which operates a tap room and event space. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party management, and customized strategies.
Series 66
West Point, NE
LPL Financial
Marcus Walton is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2019 and has prior experience with Waddell & Reed and State Farm. Walton is also involved with Expanse Risk Management and Kardinal Real Estate Solutions, LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies supported by advanced operational tools.
CFP®, Series 66
West Point, NE
LPL Financial
Nathanial Phillips is a CFP® professional with 12 years of experience in the financial industry, currently serving at LPL Financial since 2013. He operates under the DBA Midwest Wealth Management and is also involved as an agent with Premier Financial, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.
Series 66
West Point, NE
Edward Jones
Austin Havranek is a financial advisor with Edward Jones in West Point, NE, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Union Bank and Trust from 2016 to 2018. He is president of Hav 4 LLC, a holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a network of more than 23,000 financial advisors and approximately $1.01 trillion in assets under management.
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