Advisor at Thrivent Investment Management
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Location
Whitehall, WI 54773
Credentials
Series 66
Industry experience
10 years
Jared Ingenthron is a financial advisor with Thrivent Investment Management in Whitehall, WI, holding a Series 66 designation and having 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, he serves on the board of Sugar Creek Bible Camp, a ministry of the Evangelical Lutheran Church of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial planning without implementation or discretionary trading authority, and allows clients to integrate planning with managed-account services under a consolidated billing option.
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.
36396 Main St
Whitehall, WI 54773
Wisconsin
Thrivent Financial
2015 - Present (11 years)
Thrivent Investment Management inc
2015 - Present (11 years)
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.
Series 63, Series 65
Arcadia, WI
LPL Enterprise
Paul Sobotta is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving clients since 1992. Outside of his advisory role, he serves as a board member for the Arcadia Community Chest, a local nonprofit organization. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.
Series 66
Whitehall, WI
Thrivent Investment Management
Bryan Staff is a financial advisor with Thrivent Investment Management in Whitehall, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic analyses across various planning topics but does not provide portfolio management for institutional clients.
Series 66
Arcadia, WI
LPL Enterprise
Christian Taylor is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he manages a residential rental and maintenance business through CD Taylor Holdings LLC. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services through its extensive network of investment adviser representatives.
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