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Eric Stiegman

Advisor at Thrivent Investment Management

Updated today

Location

Nashville, IL

Credentials

Series 66

Industry experience

7 years

About

Eric Stiegman is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Nashville, Illinois. He has seven years of industry experience, including roles at Thrivent Financial since 2018 and prior work with Schmale Bus Service and self-employment. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial analyses without portfolio management or 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

Nashville, IL

Most active in

Illinois · Texas

Work history

Thrivent Financial

2018 - Present (8 years)

Thrivent Financial

2018 - 2018 (1 year)

Thrivent Investment Management Inc

2018 - Present (8 years)

Schmale Bus Service, Inc.

2017 - 2018 (1 year)

SELF EMPLOYED

2014 - 2017 (3 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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Travis E

Series 63, Series 65

Centralia, IL

Money Concepts Capital Corp

Travis Etheridge is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Nationwide Financial and currently owns several businesses including The Insurance Alliance, an insurance agency, and Hank's Lounge, a video gaming parlor in Centralia, IL. He is also involved in technology and virtual employee services through NexAgency and Casridge LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Angelea H

Series 66

Nashville, IL

Merrill

Angelea Hackstadt is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. She worked at Morgan Stanley Smith Barney from 2009 to 2018 before joining Merrill, where she has been since 2018. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm offers multiple investment program strategies with both client and advisor discretion, and it emphasizes tax-efficient portfolio management supported by its affiliation with Bank of America’s broader financial platform.

Tax-loss harvesting Active portfolio management Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

Eric U

Series 66

Nashville, IL

Edward Jones

Eric Unverfehrt is a financial advisor at Edward Jones in Nashville, Illinois, with five years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2020. Prior to his advisory role, he was involved with Unverfehrt Farm Supply for six years. Outside of his financial career, he manages a small family hobby farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Passive / index investing Retired Founder/Business Owner Executive
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