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Chelsea M Haynes

Advisor at Thrivent Investment Management — Tellico Plains, TN

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Credentials

Series 65, Series 66

Experience

1 year

Location

Tellico Plains, TN

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,161

Across 1,417 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Chelsea Haynes is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Forthright Capital Partners, Symmetry Financial, and Common Cents Wealth Advisors. Outside of financial advising, she has experience in Medicare sales and client relations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning without discretionary trading authority, and clients can combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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

Tellico Plains, TN

Tellico Plains TN

Advisors at this office

1

Most active in

District of Columbia · Oklahoma · Tennessee · Texas

Work history

1 year of industry experience

Thrivent Financial

2026 - Present • 1 year

Appleton, WI

Thrivent Investment Management Inc.

2026 - Present • 1 year

Minneapolis, MN

Forthright Capital Partners

2025 - 2026 • 1 year

Las Vegas, NV

Forthright Capital Advisory

2025 - 2026 • 1 year

Las Vegas, NV

Symmetry Financial

2024 - 2025 • 1 year

Tellico Plains, TN

Common Cents Wealth Advisors

2023 - 2024 • 1 year

Sweetwater, TN

Amerilife of Clearwater

2017 - 2023 • 6 years

Clearwater, FL

Wells Fargo Bank

2017 - 2017 • 1 year

Clearwater Beach, FL

My Therapeutic Massage

2015 - 2018 • 3 years

Clearwater Beach, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John A

Series 66

Madisonville, TN

Edward Jones

John Acuff is a financial advisor with Edward Jones in Madisonville, Tennessee. He holds the Series 66 designation and has two years of industry experience, following a 28-year career with the Monroe County Sheriff's Office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets under management and provides services under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Military & Veterans Newlywed/Engaged

Jeremy L

Series 63, Series 66

Madisonville, TN

Edward Jones

Jeremy Loftis is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at LPL Financial LLC, Cetera Investment Advisors LLC, Regions Bank, Raymond James Financial Services Advisors Inc., Athens Federal Community Bank, and INVEST Financial Corp. 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 manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Nicholas P

Series 66

Englewood, TN

Edward Jones

Nicholas Peden is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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