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.
Credentials
Series 63, Series 65
Experience Industry experience
6 years
Location
Staunton, IL
Thrivent Investment Management
Institution
David Manning is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial since 2020. Outside of his advisory role, Manning serves as Alderman for Ward 1 in Staunton, Illinois, representing local households and businesses, and has taught middle school math and science at Zion Lutheran School within his community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses across various financial planning topics without discretionary portfolio management. The firm enables clients to integrate planning with managed-account programs under a consolidated billing option, maintaining planning and investment management as separate services.
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.
Staunton, IL
Staunton IL
Advisors at this office
1
Illinois · Texas
6 years of industry experience
Thrivent Financial
2020 - Present • 6 years
Appleton, WI
Thrivent Financial
2020 - 2020 • 1 year
Appleton, WI
Thrivent Investment Management Inc
2020 - Present • 6 years
Staunton, IL
Zion Lutheran Church
2011 - 2020 • 9 years
Staunton, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 63, Series 65
Hamel, IL
Abundance Advisors, Inc.
George Ellis is a financial advisor at Abundance Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abundance Advisors since 2005. In addition to his advisory role, Ellis owns and operates GN Ellis Agency, providing life and health insurance products and protection planning for individuals and small businesses since 1984. Abundance Advisors offers asset-allocation investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a strategic, model-based asset allocation process and provides discretionary portfolio management primarily through no-load mutual funds, variable annuities, and cash sweep vehicles.
Series 63, Series 66
Bethalto, IL
Legacy Wealth Planning
Anthony Erzen is a financial advisor at Legacy Wealth Planning with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CarsonAllaria Wealth Management, Northwestern Mutual Investment Services, TD Ameritrade, SCOTTRADE, and Illinois American Water. Legacy Wealth Planning is an independent, fee-only investment adviser serving primarily individual and high-net-worth clients. The firm offers customized investment management, financial planning, and limited hourly consulting, employing Modern Portfolio Theory with a preference for passive funds while accommodating active and ESG options.
Series 63, Series 65
East Alton, IL
Genesis Wealth Management
William Kinkel is a financial advisor at Genesis Wealth Management in East Alton, IL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been a general supervisor at Ameren Missouri since 1981. Kinkel also maintains an insurance agency operating on a limited basis. Genesis Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers tailored portfolios and a range of services including discretionary and non-discretionary management, ERISA plan support, and specialized planning for veterans and long-term care.
Series 65
Bunker Hill, IL
Genesis Wealth Management
Jamie Payne is a financial advisor at Genesis Wealth Management with four years of industry experience. He holds the Series 65 designation and previously worked at Franklin & Vaughn, LLC. Genesis Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $54.5 million for about 377 clients and offers tailored portfolios with discretionary and non-discretionary services, including specialized support for veterans and long-term care planning.
Series 63, Series 65
East Alton, IL
Genesis Wealth Management
Jon Payne is a financial advisor at Genesis Wealth Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several entities including Genesis Financial Group Inc. since 1999 and Gradient Securities, LLC from 2011 to 2016. Payne also serves on the Macoupin County Board. Genesis Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $54.5 million for around 377 clients and offers tailored portfolios using platforms such as Envestnet, SEI, and Morningstar, as well as specialized services for veterans and long-term care planning.
Series 65
East Alton, IL
Genesis Wealth Management
Michelle Zimmer is a financial advisor at Genesis Wealth Management with a Series 65 designation and over 18 years of professional experience, primarily gained at United Community Bank. She has been with Genesis Wealth Management Group since 2026 and previously with Genesis Financial Group. Genesis Wealth Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $54.5 million for 377 clients across five advisors, offering tailored portfolios and both discretionary and non-discretionary services.
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