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Eric B West

Advisor at Thrivent Investment Management — Clinton, PA

Updated today

Credentials

Series 66

Experience

Location

Clinton, PA

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,157

Across 1,413 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Eric West is a Series 66-registered financial advisor with Thrivent Investment Management in Clinton, PA, where he has worked since 2026. Prior to joining Thrivent, he spent ten years with Community Consolidated School District #62 and nine years with Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based analyses and broad financial planning topics without portfolio management for institutional clients.

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

Clinton, PA

Clinton PA

Advisors at this office

1

Most active in

District of Columbia · Oklahoma · Pennsylvania · Texas

Work history

Thrivent Financial

2026 - Present • 1 year

Appleton, WI

Thrivent Investment Management Inc

2026 - Present • 1 year

Minneapolis, MN

Community Consolidated School District #62

2016 - 2026 • 10 years

Des Plaines, IL

Trinity Lutheran Church

2016 - 2025 • 9 years

Des Plaines, IL

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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Keith E

CFP®

Pittsburgh, PA

Keith L. Eliou, CFP

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Social Security optimization Retirement income strategy Cash flow / budgeting Charitable giving tax strategies Business exit / sale strategy Founder/Business Owner
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Todd D

Series 63, Series 65

Wexford, PA

Expert Financial Services, LLC

Todd Delligatti is the president of Expert Financial Services, LLC, an independent investment advisory firm based in Wexford, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including a tenure at Leigh Baldwin & Co., LLC since 2014. Outside of financial advising, he is involved in restaurant management through M&J Management Corp, where he handles accounting and tax preparation. Expert Financial Services primarily serves individual clients, as well as pension and profit-sharing plans, charitable organizations, businesses, trusts, and estates. The firm provides portfolio management and asset allocation services using a variety of strategies, and offers both non-discretionary and limited discretionary investment management.

Options & derivatives strategies Real estate investing
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Steven S

Series 65

Baden, PA

War Streets Capital, LLC

Steven Singer is the principal of War Streets Capital, LLC, an independent advisory firm, and holds a Series 65 credential with seven years of industry experience. He has been with War Streets Capital since 2018 and concurrently operates a real estate rental and management business. Prior to his advisory career, he worked at Verizon Communications Inc. from 2011 to 2019. War Streets Capital provides discretionary investment management and financial planning mainly for individual investors and small businesses. The firm employs an active, total-return strategy incorporating fundamental, technical, and cyclical analysis, and utilizes options and derivatives within customized portfolios tailored to clients’ risk tolerance.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Passive / index investing
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Christopher B

Series 65

Sewickley, PA

Block House Investments, LLC

Christopher Barto is a Series 65-licensed financial advisor with three years of industry experience. He is the sole advisor at Block House Investments, LLC, where he has worked since 2025. His prior work includes roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, Fiducia Investment Research, and Oak Grove Capital. Block House Investments, LLC provides discretionary portfolio management services primarily focused on equities for individual and high-net-worth clients. The firm emphasizes fundamental analysis and long-term investment horizons, operating under a single-advisor model with monthly account reviews.

Active portfolio management Wealth management
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Patrick D

CFP®, Series 63, Series 65

Wexford, PA

Drazga Wealth Advisors, LLC

Patrick Drazga is a CFP®-credentialed financial advisor with 28 years of industry experience. He is the sole advisor at Drazga Wealth Advisors, LLC, an independent firm he founded in 2009. He maintains life and health insurance licenses, allowing him to offer insurance and annuity products to clients. Drazga Wealth Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning primarily for individuals and small businesses. The firm employs a strategic and tactical asset allocation approach, customizing portfolios across various investment vehicles and adjusting them based on client needs and market conditions.

General retirement planning Income planning Charitable giving tax strategies General estate planning guidance College savings (529s, UTMA, etc.)
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Thomas P

CFP®, Series 63, Series 66

Wexford, PA

Proctor Advisory Wealth, LLC

Thomas Proctor is a CFP® professional with 26 years of industry experience. He is the sole advisor at Proctor Advisory Wealth, LLC and previously worked at Fidelity Investments and Strategic Advisers, Inc. Proctor Advisory Wealth, LLC provides advisory services to individuals and high-net-worth clients, offering portfolio management, financial planning, and insurance products. The firm utilizes modern portfolio theory and individualized asset allocation, focusing on a limited range of investment instruments and providing periodic reporting to clients.

Annuities
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