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Garrett Poland

Advisor at Thrivent Advisor Network, LLC — Fremont, NE

Updated today

Credentials

Series 65

Experience

3 years

Location

Fremont, NE 68025

Thrivent Advisor Network, LLC logo

Thrivent Advisor Network, LLC

Multi-team

Total advisors

112

Across 39 offices

Clients per advisor

130 Very High

Avg AUM per client

$457,966 Low

HNW client ratio

10% Low

About

Garrett Poland is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and three years of industry experience. He has been with Thrivent Advisor Network since 2022. Outside of his advisory role, he owns and operates Redline Sports, a hockey consulting business that runs tournaments and camps. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using a range of investment vehicles and offers access to independent managers and model portfolios.

Client services

Based on Thrivent Advisor Network, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Thrivent Advisor Network, LLC

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management

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Fee options

Fixed

Fixed fees reported in SEC Form ADV Part 1 for planning and consulting services, but specific amounts not stated.

Percentage

up to 2% annually (negotiable, varies by client, includes fixed percentage fee, tiered incremental fee, or linear breakpoint fee)

Commissions

Advisory Persons who are registered representatives or licensed insurance professionals may receive separate commission-based compensation for securities or insurance products.

Project-based

Hourly charges are reported in SEC Form ADV Part 1 but specific hourly rates are not clearly stated in the brochure.

Location

See office

Fremont, NE

419 W. Judy Dr.

Fremont NE 68025

Advisors at this office

6

Most active in

Nebraska

Work history

3 years of industry experience

Thrivent Advisor Network, LLC

2022 - Present • 4 years

Fremont, NE

Red Line Sports, LLC

2022 - Present • 4 years

Omaha, NE

Fremont Family YMCA

2014 - 2022 • 8 years

Fremont, NE

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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Erik A

Series 63, Series 65

Valley, NE

Cherry Creek Financial Advisors, Inc.

Erik Albertson is a financial advisor with Cherry Creek Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Albertson has been with Cherry Creek Financial Advisors since 2002. Cherry Creek Financial Advisors is a fee-only independent registered investment adviser serving individual and high-net-worth clients, retirement plans, foundations, and other institutions. The firm manages approximately $24.2 million across 154 accounts, focusing on an asset-allocation driven investment process with customized target allocations primarily using exchange-traded funds and institutional no-load mutual funds.

Concentrated stock management
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Brandie G

Series 65

Waterloo, NE

Sterneck Capital Management LLC

Brandie Giffin is a financial advisor at Sterneck Capital Management LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Sterneck Capital Management since 2014. Outside of her advisory role, she and her husband operate a small Airbnb rental at their lake home. Sterneck Capital Management provides discretionary investment management and financial planning services to individuals, trustees, foundations, and corporate clients. The firm follows a multi-cap, value-oriented investment approach focused on fundamental analysis and long-term strategies, incorporating various asset types and recently expanded third-party SMA offerings.

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Active portfolio management Private / alternative investments Founder/Business Owner Executive
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Dustin E

Series 65

Fremont, NE

Thrivent Advisor Network, LLC

Dustin Everitt is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 65 designation. He has experience working at Corbion and Archer Daniels Midland prior to joining his current firm. Dustin is based in Fremont, Nebraska. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio construction using various investment vehicles and supports continuous account monitoring and management.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
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Darren L

Series 65

Fremont, NE

Thrivent Advisor Network, LLC

Darren Livers is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and three years of industry experience. He has been with Thrivent since 2019, including his current role at Thrivent Advisor Network since 2020. Outside of advisory work, Darren is involved in insurance sales. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, supported by internal portfolio management and independent manager oversight.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
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Chris L

ChFC®, Series 63, Series 66

Fremont, NE

Thrivent Advisor Network, LLC

Chris Leaver is a financial advisor with Thrivent Advisor Network, LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 26 years of industry experience. He has worked at Thrivent and its affiliated entities since 2002 and has operated Leaver Market since 1994. Outside of his advisory role, he serves on the Endowment Board of First Lutheran Church in Fremont, NE. Thrivent Advisor Network delivers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers ongoing portfolio management, financial planning, and access to both internal and independent managers, constructing diversified portfolios that may include mutual funds, ETFs, equities, bonds, alternative investments, annuities, and 529 accounts.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
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Michael G

CFP®, ChFC®, Series 63

Fremont, NE

Ausdal Financial Partners, Inc.

Michael Guilliatt is a CFP® and ChFC® with 42 years of industry experience. He is currently with Ausdal Financial Partners, Inc. and previously worked for over two decades at Intervest International Equities Corporation. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of discretionary and non-discretionary strategies across multiple asset classes.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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