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 66
Experience Industry experience
18 years
Location
Adair, IA 50002
Thrivent Investment Management
Institution
Derek Sargent is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008, and has operated Corporate Image since 1993. Outside of his advisory role, he serves on the board of a community-sponsored child care facility. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on broad financial topics without portfolio management, and offers solutions combining planning and managed-account programs under a consolidated billing option.
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.
Adair, IA
321 Audubon St
Adair IA 50002
Advisors at this office
1
Iowa
18 years of industry experience
Thrivent Financial for Lutherans
2008 - Present • 18 years
Appleton, WI
Thrivent Investment Management Inc
2008 - Present • 18 years
Adair, IA
Corporate Image
1993 - Present • 33 years
Desmoines, IA
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
Hamlin, IA
Ameriprise
Zachary Wiges is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 40 years of industry experience. He previously worked for American Express Financial Advisors Inc. for 35 years before joining Ameriprise in 2020. Outside of his advisory role, he is involved in managing a horse ranch and serves as president of the Nebraska Rope Horse Association, as well as a board member of the Western Iowa Expo. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies through a centralized consulting team.
CFP®, Series 66
Guthrie Center, IA
Edward Jones
Melissa Loest is a financial advisor with Edward Jones, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in managing a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm offers various advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and a comprehensive suite of affiliated investment products and services.
ChFC®, Series 63
Hamlin, IA
Ameriprise
Jennifer Johnson is a financial advisor at Ameriprise with 32 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is co-owner of a tax preparation firm, Robinson Ruhnke, PC, and a business managing Ameriprise operations, EarnedIt Holdings LLC, and she manages Fish2O, an S corporation related to benefits administration exclusive to Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering notably a specialized Premier Retirement Income service that provides detailed retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary implementation process.
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