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Duane Edward Ohland

Advisor at Thrivent Investment Management — Beaver Dam, WI

Updated today

Credentials

Series 63, Series 65

Experience

39 years

Location

Beaver Dam, WI 53916

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

Duane Ohland is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves on various committees and boards related to local Lutheran educational and church organizations in Beaver Dam, Wisconsin. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across a broad set of financial topics without discretionary trading authority.

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

Beaver Dam, WI

215 Corporate Dr

Beaver Dam WI 53916

Advisors at this office

3

Most active in

Wisconsin

Work history

39 years of industry experience

THRIVENT FINANCIAL for Lutherans

2002 - Present • 24 years

Appleton, WI

Thrivent Investment Management

2002 - Present • 24 years

Beaver Dam, WI

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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Andrew G

Series 66

Columbus, WI

Gile Agnew, LLC

Andrew Gile is a financial advisor at Gile Agnew, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Bankers Bank, Edward Jones, and served in the U.S. Army for eleven years. He is currently involved as an intern at Malik Law Group. Gile Agnew provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a proprietary, rules-based value investing framework focused on individual equities and bonds, incorporating risk management techniques such as tactical hedging and tax-aware trading.

Active portfolio management Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Trevor A

Series 66

Columbus, WI

Gile Agnew, LLC

Trevor Agnew is a financial advisor at Gile Agnew, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, OSAIC, and several other financial firms. Outside of advisory work, he is a partner and tax preparer at Preferred Tax Advisors LLC and owns a golf simulator business called The Swing Lab LLC. Gile Agnew provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a rules-based value investing framework with an emphasis on risk management and tax-aware trading, overseeing approximately $28.2 million across about 173 client relationships.

Active portfolio management Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Denise J

Series 63, Series 65

Columbus, WI

Harbour Investments, Inc.

Denise Jaehnke is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2018. Prior to that, she was with Global Financial Private Capital, LLC and GF Investment Services, LLC, and she has operated Extended Personal Service, Ltd., an insurance agency providing estate planning and related services since 1978. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Terry T

Series 63

Beaver Dam, WI

Packerland Brokerage Services, Inc.

Terry Timper is a financial advisor at Packerland Brokerage Services, Inc. with 39 years of industry experience. He holds the Series 63 designation and has been with Packerland since 2003. In addition to his advisory role, Timper is involved in insurance sales, including life, health, disability, long-term care, and annuities. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through multiple platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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Jamie H

Series 63

Beaver Dam, WI

Commonwealth Financial Network

Jamie Henning is a financial advisor with Commonwealth Financial Network who holds a Series 63 designation and has 33 years of industry experience. He has worked at Commonwealth Financial Network since 2004 and currently owns Henning Wealth Management, LLC, operating as Silver Leaf Investment Advisors. Henning has also held roles in retail banking, including Senior Vice President and Retail Banking Officer at American Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including investment management and retirement plan consulting, with advisors having discretion to construct client portfolios from various securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Justin H

Series 63, Series 65

Beaver Dam, WI

Empower Advisory Group

Justin Hoffman is a financial advisor with Empower Advisory Group in Beaver Dam, Wisconsin, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Empower Retirement since 2017 and spent one year with the Hoffman Family office prior to that. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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