Haley L Cashwell
Advisor at Thrivent Investment Management — Athens, GA
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.
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
< 1 year
Location
Athens, GA
Thrivent Investment Management
Institution
Haley Cashwell is a financial advisor at Thrivent Investment Management based in Athens, GA. She holds a Series 66 designation and has been with Thrivent since 2026. Prior to her advisory role, she was involved with Classic City Clydesdales and eXp Realty. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning on a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
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.
Athens, GA
Athens GA
Advisors at this office
1
District of Columbia · Georgia · Oklahoma · Texas
< 1 year of industry experience
Thrivent Financial
2026 - Present • 1 year
Appleton, WI
Thrivent Investment Management Inc
2026 - Present • 1 year
Minneapolis, MN
None
2026 - 2026 • 1 year
Athens, GA
Classic City Clydesdales
2025 - 2025 • 1 year
Bishop, GA
eXp Realty
2025 - 2025 • 1 year
Watkinsville, GA
None
2024 - 2024 • 1 year
Watkinsville, GA
University of Georgia
2021 - 2024 • 3 years
Athens, GA
North American Senior Benefits
2021 - 2021 • 1 year
Athens, GA
University of North Georgia
2019 - 2021 • 2 years
Watkinsville, GA
In high school
2015 - 2019 • 4 years
Madison, GA
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.
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