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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

3,158

Across 1,413 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

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 with LPL Enterprise, holding Series 63 and Series 65 credentials and offering 38 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC. since 1992. Sobotta serves as a board member of the Arcadia Community Chest, a local nonprofit that raises and distributes funds to charitable organizations. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory, brokerage, and insurance services through an integrated platform that combines investment advisory and product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Christian T

Series 66

Arcadia, WI

LPL Enterprise

Christian Taylor is a financial advisor at LPL Enterprise with Series 66 credentials and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Co-Op Credit Union. Outside of advisory work, he is involved with CD Taylor Holdings LLC, which manages and maintains local residential rental properties. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with insurance and lending solutions.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Kyle S

Series 66

Arcadia, WI

LPL Enterprise

Kyle Sobotta is a financial advisor with LPL Enterprise who holds a Series 66 designation and has six years of industry experience. His background includes roles at Prudential Insurance Company of America and Pruco Securities, as well as prior experience outside of financial services at Kohler Company and Sendelbach Farms. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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