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 66
Experience Industry experience
7 years
Location
Dunlap, TN
Thrivent Investment Management
Institution
Bryan Baker is a financial advisor with Thrivent Investment Management holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Outside of his advisory work, he is involved in several activities such as stock car racing, youth soccer officiating, church planting as a pastor, and owning an RV rental business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses alongside a managed-account program through a consolidated billing option called “WealthPlan.”
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.
Dunlap, TN
Dunlap TN
Advisors at this office
1
District of Columbia · Oklahoma · Tennessee · Texas
7 years of industry experience
Thrivent Financial
2025 - Present • 1 year
Appleton, WI
Thrivent Investment Management Inc
2025 - Present • 1 year
Minneapolis, MN
Unemployed
2024 - 2025 • 1 year
Livingston, TX
Charles Schwab Bank, SSB
2019 - 2024 • 5 years
Atlanta, GA
Charles Schwab & Co., Inc.
2017 - 2024 • 7 years
Atlanta, GA
Bethel Christian Academy
2016 - 2017 • 1 year
Parma, OH
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 63, Series 65
Soddy Daisy, TN
GWN Securities Inc.
Clifford Gould is a financial advisor with GWN Securities Inc. in Soddy Daisy, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with GWN Securities since 2016 and has prior experience with Consolidated Retirement Services dating back to 1996. In addition to his advisory work, he is involved in managing fixed annuity and life insurance agencies and participates in business referrals related to cost segregation studies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies uncommon for firms of its size.
Series 66
Dunlap, TN
Edward Jones
Thomas Vennero is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, Vennero serves as a Commissioner in Sequatchie County, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
CFP®, Series 63, Series 66
Hixson, TN
Edward Jones
Robert Cabe II is a Certified Financial Planner® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He participates on the finance committee of the Home Builders of Greater Chattanooga and serves on the board of the Soddy Daisy Trojan Fund. Edward Jones is a full-service wealth management firm with over 23,000 advisors nationwide, serving individual and institutional clients through a range of advisory programs and affiliated investment options.
CFP®, Series 66
Soddy Daisy, TN
Edward Jones
Lee Prichard is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 license and is based in Soddy Daisy, Tennessee. Outside of his advisory role, Prichard is involved in managing rental property in Cleveland, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.
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