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Coleman Eberly

Advisor at Thrivent Investment Management — Cedar Rapids, IA Southgate Ct SW

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Cedar Rapids, IA 52404

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,187

Across 1,422 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Coleman Eberly is a financial advisor at Thrivent Investment Management with the Series 66 designation and one year of industry experience. Prior to joining Thrivent, his work history includes positions at Cedar Rapids Country Club, Hy-Vee Grocery Store, and Door Dash. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive planning across various topics, including retirement, income tax, and estate planning, with options to combine planning and managed-account services under a consolidated billing program 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

Cedar Rapids, IA Southgate Ct SW

3349 Southgate Ct SW

Cedar Rapids IA 52404

Advisors at this office

2

Most active in

Iowa

Work history

< 1 year of industry experience

Thrivent Financial

2026 - Present • 1 year

Appleton, WI

Thrivent Investment Management Inc

2026 - Present • 1 year

Cedar Rapids, IA

Thrivent Investment Management Inc

2025 - 2025 • 1 year

Cedar Rapids, IA

Cedar Rapids Country Club

2023 - 2026 • 3 years

Cedar Rapids, IA

Hy-Vee Grocery Store

2023 - 2023 • 1 year

Coralville, IA

Door Dash

2023 - 2025 • 2 years

Coralville, IA

Unemployed

2021 - 2023 • 2 years

Coralville, IA

Brown Deer Golf Club

2021 - 2021 • 1 year

Coralville, IA

Unemployed

2016 - 2021 • 5 years

Coralville, IA

Disclosures

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

Business activities & affiliations

Ethan B

Series 65, CRPC®

Cedar Rapids, IA

Iowa Retirement Benefits & Solutions

Ethan Ball is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and three years of industry experience. He has worked at Iowa Retirement Benefits since 2021, where he serves as Founder & Senior Advisor. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, and corporate clients. The firm employs a tailored investment process using internally developed and independent asset allocation models, combining fundamental and technical analysis to manage client portfolios.

Retirement income strategy Roth conversion strategy Retirement withdrawal strategies Tax-loss harvesting General retirement planning University Employee Engineering Professional Executive Approaching retirement Retired Gen X (Born 1965-1980)

Keenan R

Series 65

Cedar Rapids, IA

Iowa Retirement Benefits & Solutions

Keenan Redfearn is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and works at Iowa Retirement Benefits and Solutions. In addition to his advisory role, Mr. Redfearn is an insurance agent, utilizing various insurance products to further assist clients. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment process incorporating both fundamental and technical analysis, offering an open-architecture platform that includes a range of asset types and ongoing portfolio supervision.

Retirement income strategy Active portfolio management Income planning Social Security optimization Medicare planning Executive Founder/Business Owner Approaching retirement Retired
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Zachary B

Series 65

Cedar Rapids, IA

Iowa Retirement Benefits & Solutions

Zachary Brotzman is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 designation and experience working in the financial services industry since 2016. Prior to joining Coppell Advisory Solutions in 2025, he worked at Iowa Retirement Benefits and Solutions and Bankers Life and Casualty. Outside of investment advisory, he is involved in selling insurance and annuity products through Iowa Retirement Benefits and Solutions. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using internally developed or independent asset allocation models and implements strategies consistent with client goals.

Retirement income strategy General estate planning guidance Cash flow / budgeting Social Security optimization Long-term care insurance Executive Founder/Business Owner Retired University Employee Approaching retirement Retired
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Lance M

Series 65

Marion, IA

Lexington Capital, LLC

Lance McDonald is a financial advisor at Lexington Capital, LLC, holding a Series 65 designation with nine years of industry experience. He has been with Lexington Capital since 2011. Additionally, he is a licensed insurance agent with an Iowa Life and Health Insurance license. Lexington Capital is an independent advisory firm managing approximately $12.6 million for individuals, high-net-worth clients, charitable organizations, and other advisers. The firm provides portfolio management, financial planning, subadviser services, and participant account management, employing a combination of tactical and strategic asset allocation supported by quantitative and technical analysis.

Active portfolio management General retirement planning
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Riddhiman M

Series 65, Series 66

Cedar Rapids, IA

Ares-Bound Capital

Riddhiman Moharar is a financial advisor at Ares-Bound Capital with Series 65 and Series 66 licenses and five years of industry experience. Before founding Ares-Bound Capital in 2020, he worked for five years at International Business Machines Corp. He has a technical quantitative background with studies in physics and applied mathematics, and he operates an outside entertainment business. Ares-Bound Capital is an independent investment advisory firm serving individuals, high-net-worth clients, and small businesses. The firm combines tactical asset allocation and diversification with quantitative techniques and manages accounts on a discretionary basis, employing some higher-risk strategies with client consent.

Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Bradley P

Series 63, Series 65

Cedar Rapids, IA

Raindrop Financial, Inc

Bradley Parsons is the founder of Raindrop Financial, Inc, and holds Series 63 and Series 65 designations with 12 years of industry experience. He has worked as an optometrist and president of Bradley C Parsons OD PC since 2004. Raindrop Financial specializes in active investment management using options and futures-based trading strategies for pooled vehicles and institutional-style accounts. The firm’s approach focuses on short- to intermediate-term positions with an active market-timing posture, emphasizing liquidity and risk management.

Options & derivatives strategies Optometrist
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