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
Clintonville, WI 54929
Credentials
Series 66
Industry experience
14 years
Cole Steinke is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Clintonville, WI. He has 14 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering topics such as retirement, tax, estate, business continuation, divorce, and special needs, offering clients the option to combine planning with managed-account programs under a consolidated billing structure.
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.
148 S Main St
Clintonville, WI 54929
Wisconsin
THRIVENT FINANCIAL for Lutherans
2011 - Present (15 years)
Thrivent investment Management Inc
2011 - Present (15 years)
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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.
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Michael Rudolf is a financial advisor at KerberRose Wealth Management, LLC in Appleton, WI, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including APW Capital, Inc., LPL Financial LLC, and SII Investments. Rudolf serves as Director of Retirement Plans at KerberRose Wealth Management. KerberRose Wealth Management provides investment management, financial planning, tax and estate planning, and institutional retirement advisory services to individuals, trusts, retirement plans, and various entities. The firm’s investment approach incorporates asset-allocation models based on modern portfolio theory, utilizing a range of securities and third-party managers, and offers integrated services through affiliations with accounting and retirement plan administration firms.
CFP®, Series 66
Shawano, WI
Kerberrose Wealth Management, LLC
Anthony Powers is a CFP® with 21 years of industry experience. He is currently President at KerberRose Wealth Management, LLC and has been with the firm and its affiliated Comprehensive Asset Management Serving Inc. since 2016. Outside of his advisory role, Powers is a member and partner of ShalagoCo, LLC and serves on the board of Shawano Masons, Inc., a nonprofit organization. He is also involved as a partner in Ole' Town Tap, a local pub. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, and tax and estate planning. The firm employs asset-allocation models based on modern portfolio theory and offers integrated advisory services supported by affiliated accounting and retirement plan administration firms.
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