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Christopher Douglas Lewis

Advisor at Thrivent Investment Management — Bloomville, OH

Updated today

Credentials

Series 63, Series 65

Experience

10 years

Location

Bloomville, OH

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,188

Across 1,422 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Christopher Lewis is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2016. Outside of his advisory role, Lewis serves on the supervisory committee for Your Legacy Federal Credit Union, participates on the Seneca County Republican Central Committee, and is a board member of the American Red Cross of North Central Ohio and New Life Assembly of God. He also hosts at the Social Cigar Den in Tiffin, Ohio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while maintaining separate planning and account management services.

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

Bloomville, OH

Bloomville OH

Advisors at this office

1

Most active in

Ohio

Work history

10 years of industry experience

Thrivent Financial

2016 - Present • 10 years

Appleton, WI

Thrivent Financial

2016 - 2016 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2016 - Present • 10 years

Bloomville, OH

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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Kevin D

Series 63

Tiffin, OH

Stonex Advisors Inc.

Kevin Dick is a financial advisor with StoneX Advisors Inc. in Tiffin, Ohio, holding a Series 63 designation and 28 years of industry experience. He has worked at StoneX Advisors Inc. since 2015 and previously at Wrp Investments, Inc. from 2002 to 2015. Outside of advisory work, he is involved in tractor pulling as a hobby activity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of portfolio implementation platforms and managers, offering diverse account structures and model-based investment strategies.

ESG / Sustainable investing
user avatar

Weston R

Series 63

Tiffin, OH

Stratos Wealth Partners, Ltd

Weston Reinbolt is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 17 years of industry experience. He has worked at Stratos Wealth Partners since 2017 and previously at LPL Financial and New England Securities. Outside of advisory work, he owns and operates an event center with a bar called The Barn At Seneca Hills in Tiffin, Ohio. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering financial planning, advisor-managed programs, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with both proprietary and third-party investment strategies, operating through a large network of investment adviser representatives across multiple custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Aaron S

Tiffin, OH

Stratos Wealth Partners, Ltd

Aaron Smith is a financial advisor with Stratos Wealth Partners, Ltd in Tiffin, Ohio, holding 34 years of industry experience. He has been with Stratos Wealth Partners since 2017 and has a long career including roles at LPL Financial and ownership of Financial Design Agency of Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Jamie V

Series 63, Series 65

Tiffin, OH

FIFTH THIRD SECURITIES, Inc.

Jamie Vazquez is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2020, as well as Fifth Third Bank since 2015. Outside of his advisory role, Vazquez owns and operates Jamie Coy Photography in Gibsonburg, OH. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a layered supervisory structure.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Jack S

Series 66

Tiffin, OH

Stratos Wealth Partners, Ltd

Jack Shultz is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and two years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial LLC since 2024 and has prior experience with Financial Design Agency of Ohio and Honey Creek Homes. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives using both proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Scott M

Series 63

New Washington, OH

LPL Financial

Scott Mcdougal is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial during two periods, totaling 18 years, as well as H. Beck, Inc. and Buckeye Central Local Schools. Outside of advising, he serves as a for-profit board member of The Union Banking Company and is involved with the New Washington Fire and EMS. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment and financial planning solutions through a large network of advisors and utilizes both proprietary research and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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