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Hector Manuel Felix

Advisor at Thrivent Investment Management — Little Rock, AR

Updated today

Credentials

Series 66

Experience

10 years

Location

Little Rock, AR 72211

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,188

Across 1,424 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Hector Felix is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Little Rock, AR. He has 10 years of industry experience, all with Thrivent since 2016. Outside of his advisory role, he serves as a board member for the City Church Network of Arkansas, a relational network of churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analyses and offers an integrated option to combine planning with managed-account services under a consolidated billing system.

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

Little Rock, AR

11400 Executive Center Dr

Little Rock AR 72211

Advisors at this office

9

Most active in

Arkansas · District of Columbia · Oklahoma · Texas

Work history

10 years of industry experience

Thrivent Financial

2016 - Present • 10 years

Appleton, WI

Thrivent Investment Management Inc

2016 - Present • 10 years

Little Rock, AR

Thrivent Financial

2016 - 2016 • 1 year

Appleton, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ledly J

Series 65, JD

Little Rock, AR

Caprock Wealth Management

Ledly Jennings is an advisor at CapRock Wealth Management in Little Rock, Arkansas. He joined the firm alongside its founder, having previously worked at Stephens Inc. and the Stan Miller Law Group. He also maintains his own law practice at L. Jennings Law, PLLC. CapRock Wealth Management provides wealth management, financial planning, and retirement plan consulting to individuals and generational families. The firm combines passive and active investment strategies — applying fundamental analysis and modern portfolio theory tailored to each client’s objectives — and offers discretionary portfolio management.

Trust structures (GRAT, IDGT, revocable) Business succession planning General estate planning guidance Multi-generational wealth transfer Inheritance planning Founder/Business Owner Attorney Oil & Gas Self-Employed Dentist Christian Faith Based Baby Boomers (Born 1946-1964) Intergenerational Families Sandwich Generation Established Professionals
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Allen H

Series 66

Benton, AR

Wealth Ready

Allen Harris Sr. is a financial advisor with Wealth Ready, holding a Series 66 license and bringing nine years of industry experience. He has worked at firms including Arvest Wealth Management, Merrill, Bank of America, and currently Health Equity, where he is employed full time as a Service Delivery Manager. Outside of his advisory role, Mr. Harris serves as President of the Board of Directors for the Arkansas Employment Career Center, a nonprofit organization. Wealth Ready is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial planning and discretionary portfolio management with no account minimums, using a risk-based approach that incorporates diversified portfolios primarily through passive strategies, while allowing short-term trading and options where appropriate.

Wealth management General retirement planning Tax strategies for small businesses Annuities Self-Employed
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Adam R

Series 65, Series 63

Little Rock, AR

Rainbrook Capital LLC

Adam Raines is a financial advisor at Rainbrook Capital LLC in Little Rock, Arkansas, with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has spent 18 years at Stephens Inc. Rainbrook Capital provides discretionary investment management, holistic financial planning, and qualified retirement plan consulting to individuals, high-net-worth households, families, and plan sponsors. The firm employs diversified asset allocation and a combination of fundamental, technical, bottom-up, and top-down analysis, following Modern Portfolio Theory principles, and offers specialized retirement and pension plan consulting, including fiduciary services under ERISA.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Active portfolio management

Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Active portfolio management Passive / index investing Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Eric Summerhill is a CFA® charterholder and principal of Summerhill & Co., LLC, with eight years of experience in investment advisory services. He previously worked for The Stephens Group, LLC for eleven years. In addition to investment advisory, Summerhill provides accounting, tax, consulting, and advisory services as a licensed CPA. Summerhill & Co. offers discretionary and non-discretionary investment advisory services to individual clients and their retirement accounts, utilizing proprietary model portfolios primarily comprised of exchange-traded funds, supplemented as appropriate with mutual funds, stocks, bonds, or MLPs. The firm integrates ongoing CPA-style accounting and tax services alongside investment management, a combination that is rare among independent advisors.

Passive / index investing
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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