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Bryan Keith Staff

Advisor at Thrivent Investment Management — Whitehall, WI

Updated today

Credentials

Series 66

Experience

21 years

Location

Whitehall, WI 54773

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,187

Across 1,424 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Bryan Staff is a financial advisor with Thrivent Investment Management in Whitehall, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. 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, holistic analyses across various planning topics but does not provide portfolio management for institutional clients.

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

Whitehall, WI

36396 Main St

Whitehall WI 54773

Advisors at this office

2

Most active in

Wisconsin

Work history

21 years of industry experience

THRIVENT FINANCIAL for Lutherans

2005 - Present • 21 years

Appleton, WI

Thrivent investment Management Inc

2005 - Present • 21 years

Hixton, WI

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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Jared I

Series 66

Whitehall, WI

Thrivent Investment Management

Jared Ingenthron is a financial advisor with Thrivent Investment Management in Whitehall, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, he serves on the board of Sugar Creek Bible Camp, a ministry of the Evangelical Lutheran Church of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial planning without implementation or discretionary trading authority, and allows clients to integrate planning with managed-account services under a consolidated billing option.

Business ownership considerations
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Paul S

Series 63, Series 65

Arcadia, WI

LPL Enterprise

Paul Sobotta is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 1992. Sobotta serves on the board of the Arcadia Community Chest, a local nonprofit that raises and distributes funds to charitable organizations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients, using a model-driven investment approach with access to third-party asset managers and wrap programs.

Tax-loss harvesting
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Christian T

Series 66

Arcadia, WI

LPL Enterprise

Christian Taylor is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, he manages residential rental properties through CD Taylor Holdings LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Kyle S

Series 66

Arcadia, WI

LPL Enterprise

Kyle Sobotta is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as prior work at Kohler Company. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, offering access to third-party asset managers and a range of financial planning and consulting services.

Tax-loss harvesting
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