Advisor at Thrivent Investment Management
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.
Location
Tellico Plains, TN
Credentials
Series 65, Series 66
Industry experience
< 1 year
Chelsea Haynes is a financial advisor at Forthright Capital Advisory in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Amerilife of Clearwater and Wells Fargo Bank, as well as ownership of a therapeutic massage business. She is also involved in insurance and Medicare sales through Forthright Capital Partners and Gordon Marketing. Forthright Capital Advisory serves individual clients, employer plan sponsors, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and employee benefit plan services. The firm primarily uses passive investment strategies based on Modern Portfolio Theory, supplemented by various analytical approaches, and provides flexible planning engagement formats including subscription, fixed-fee, and hourly options.
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.
Tellico Plains, TN
District of Columbia · Oklahoma · Tennessee · Texas
Thrivent Financial
2026 - Present (1 year)
Thrivent Investment Management Inc.
2026 - Present (1 year)
Forthright Capital Partners
2025 - 2026 (1 year)
Forthright Capital Advisory
2025 - 2026 (1 year)
Symmetry Financial
2024 - 2025 (1 year)
Common Cents Wealth Advisors
2023 - 2024 (1 year)
Amerilife of Clearwater
2017 - 2023 (6 years)
Wells Fargo Bank
2017 - 2017 (1 year)
My Therapeutic Massage
2015 - 2018 (3 years)
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 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.
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.
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.
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