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Christopher Ehlen

Advisor at Thrivent Investment Management

Updated today

Location

Milaca, MN 56353

Credentials

Series 66

Industry experience

14 years

About

Christopher Ehlen is a financial advisor with Thrivent Investment Management in Milaca, MN. He holds a Series 66 designation and has 14 years of industry experience, having been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, he serves as Fire Chief and Secretary for the Milaca Volunteer Fire Department. 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 planning on a variety of topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

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

1010 5 Th St Se

Milaca, MN 56353

Most active in

Minnesota

Work history

THRIVENT FINANCIAL for Lutherans

2012 - Present (14 years)

Thrivent investment Management Inc

2011 - Present (15 years)

Disclosures

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

Business activities & affiliations

Jordan D

CFP®

Milaca, MN

Calibration Financial

Professionally, I believe everyone should understand their finances from a high level, so we start there when building your plan before getting particular on each important topic. With industry experience since 2015, paired with multiple designations and licenses, my role as your personal financial guide is to bring clarity and purpose to your finances. I meet you where you are experientially and want to be the person you think of before you make big decisions, which aren’t always financial. Personally, I’m a husband, a father, a believer, a volunteer, and an adventurer! I live in a small town in East Central Minnesota with my wife and 3 young boys. We spend as many days in the summer outside mountain biking, hiking, camping and exploring. When the winter months keep us cooped up, I am able to dedicate more time to the numerous organizations I volunteer with - it’s a lot, but it’s just a part of giving back in a small community.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) HENRY (High Earners, Not Rich Yet) Young Families Gen Y/Millennials (Born 1980-1995)
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Ryan F

Series 66

Milaca, MN

OSAIC Institutions, INC.

Ryan Finc is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 25 years of industry experience. He has been with infinex Investments, Inc. since 2016 and briefly worked at Essex in 2016. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm provides customized financial planning, ERISA plan services, wrap fee programs, access to alternative investments, and lending and cash-management options, primarily through a network of investment adviser representatives.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Tyra O

Series 66

St Cloud, MN

UBS Financial Services

Tyra Olson is a financial advisor with UBS Financial Services in St. Cloud, MN, holding a Series 66 designation and three years of industry experience. She has been with UBS since 2019 and previously operated a self-employed advisory business from 2012 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and capital market assumptions to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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