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Craig Dozark

Advisor at Thrivent Investment Management

Updated today

Location

Denison, IA 51442

Credentials

Series 66

Industry experience

15 years

About

Craig Dozark is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as a County Supervisor and operates a cow/calf cattle operation. 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 planning across various topics, with an option to combine planning with managed-account services under a consolidated billing approach.

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

20 N Main St

Denison, IA 51442

Most active in

Iowa

Work history

THRIVENT FINANCIAL for Lutherans

2010 - Present (16 years)

Thrivent investment Management Inc

2010 - Present (16 years)

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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Neal M

Series 66

Denison, IA

Thrivent Investment Management

Neal Meseck is a financial advisor with Thrivent Investment Management in Denison, IA, holding a Series 66 designation and over 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, Neal owns a farm where he manages alfalfa crops, raises Tibetan yaks for meat and fiber, serves as vice president of the Audubon County Iowa Fair Board, and is a council member of the Exira Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across multiple financial topics through a network of advisors. The firm emphasizes holistic, goal-based analyses and keeps planning services separate from portfolio management, focusing on ongoing advice without discretionary trading authority.

Business ownership considerations
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Carolyn S

Series 63, Series 66

Denison, IA

Wells Fargo Clearing

Carolyn Starkweather is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Apotheca Inc from 2012 to 2016. Outside of her advisory role, she serves as a brand ambassador for Red Aspen, a company selling beauty products. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus and acts as an ERISA fiduciary when providing investment advice.

Retired Founder/Business Owner
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Gregory G

Series 63, Series 66

Denison, IA

Edward Jones

Gregory Gallup is a financial advisor with Edward Jones in Denison, IA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jenette M

Series 66

Dunlap, IA

Edward Jones

Jenette Martens is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, she worked at Scentsy and Bank of the West. Outside of her advisory role, she is involved in agricultural operations through ownership of Martens Farm and has consulting experience with Scentsy. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Greg H

Series 66

Denison, IA

Edward Jones

Greg Hansman is a financial advisor at Edward Jones in Denison, Iowa, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joseph F

CFP®, Series 66

Denison, IA

Edward Jones

Joseph Ferguson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Denison, Iowa. Aside from his advisory role, he has rental income from SFAM, LLC. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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