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 65
Experience Industry experience
5 years
Location
Hoagland, IN 46745
Thrivent Advisor Network, LLC
Multi-team
Brad Jeffrey is a Series 65-licensed financial advisor with five years of industry experience. He currently works at Thrivent Advisor Network, LLC and previously spent 16 years at Lincoln Financial Group. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning through various approaches, including the use of low-cost mutual funds, ETFs, and access to independent managers.
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.
Hoagland, IN
14812 First Street
Hoagland IN 46745
Advisors at this office
5
Indiana
5 years of industry experience
Thrivent Advisor Network, LLC
2021 - Present • 5 years
Hoagland, IN
Unemployed/Sabbatical
2020 - 2021 • 1 year
Hoagland, IN
Lincoln Financial Group
2004 - 2020 • 16 years
Hoagland, IN
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.
CFP®, Series 63
Fort Wayne, IN
DentVest LLC
Ryan Fisher is a financial advisor with DentVest LLC in Fort Wayne, IN. He holds the CFP® designation and Series 63 license, with eight years of industry experience. Prior to founding DentVest, he worked at White Coat Wealth Management and Old National Wealth Management. Fisher also serves as a part-time CFO for a dental practice. DentVest is a small, state-registered independent advisory firm serving individual clients, pension and profit-sharing plans, and charitable organizations. The firm employs a primarily passive, model-driven investment approach using third-party models and technology platforms, complemented by comprehensive financial planning services.
CFP®, Series 66
Fort Wayne, IN
Gilbert Wealth
Steven Gilbert is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Gilbert Wealth, an independent firm he has led since 2021. Prior to founding Gilbert Wealth, he worked at CX Institutional, CPM Group, and Ameriprise Financial Services, Inc. Gilbert Wealth offers comprehensive financial planning and investment management primarily for individual and high-net-worth clients. The firm’s investment strategy focuses on passive management using index funds, ETFs, and third-party managers, with options for direct indexing and tax-loss harvesting integrated into ongoing financial planning.
CFP®, Series 63, Series 65
Fort Wayne, IN
Bassett Financial Advisors
Martin Bassett is a CFP®-certified financial advisor with 20 years of industry experience. He has led Bassett and Associates Retirement Planning Services, Inc. since 2014 and currently operates Bassett Financial Advisors in Fort Wayne, IN. Bassett Financial Advisors provides discretionary asset management and financial planning to individuals, trusts, and estates. The firm employs a tactical asset allocation strategy primarily using exchange-traded products, managing portfolios on a discretionary basis through third-party model marketplaces and custodial platforms, with financial planning as a key input to investment decisions.
Series 63, Series 65
Fort Wayne, IN
Buffalo Capital Advisors LLC
John Nuechterlein is an investment advisor at Buffalo Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howard Bailey Securities and Mass Mutual Investors Services. Outside of advising, he is an independent licensed insurance agent. Buffalo Capital Advisors offers portfolio management and financial planning services to individuals and high-net-worth clients, using a multi-method investment approach tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary account management and accepts hourly financial planning fees.
Series 66
Fort Wayne, IN
Bond Bell & Co.
Bond Munroe Bell is the sole advisor at Bond Bell & Co., an independent firm based in Fort Wayne, IN. He holds the Series 66 designation and has 21 years of industry experience, including prior roles at Cetera, VOYA Financial Advisors, and Scott & Stringfellow. Bell is also the owner of Bell Asset Management LLC, a financial services entity related to commissions for insurance and securities sales. Bond Bell & Co. provides portfolio management services to individuals, high-net-worth clients, and corporate entities, as well as financial planning and family-office consulting tied to advisory relationships. The firm utilizes a range of analytical and trading strategies, accepting discretionary authority to implement investment plans tailored to clients’ goals and risk tolerance.
CFP®, Series 63, Series 66
Fort Wayne, IN
Wise Wealth Management
Jordan Wise is a CFP® professional with 14 years of experience in the financial services industry. He currently leads Wise Wealth Management, an independent advisory firm, and has prior experience at Goldman Sachs and other firms. Outside of advisory work, he is part owner of Guardia Trust Insurance LLC and serves as a strategy associate for Wise Insurance Agency, Inc. Wise Wealth Management serves individuals, small businesses, and retirement plan sponsors by providing discretionary portfolio management and financial planning services. The firm primarily employs passive investment strategies using index funds and ETFs, and also offers ERISA Section 3(21) consulting and participant education for retirement plans without accepting commissions or revenue-sharing from investment providers.
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