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Jessica Lynn Erickson

Advisor at Thrivent Investment Management — Litchfield, MN

Updated today

Credentials

Series 66

Experience

5 years

Location

Litchfield, MN

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,212

Across 1,430 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Jessica Erickson is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial since 2021. Her prior experience includes roles in property management and credit union services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

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

Litchfield, MN

Litchfield MN

Advisors at this office

2

Most active in

Minnesota

Work history

5 years of industry experience

Thrivent Financial

2021 - Present • 5 years

Appleton, WI

Thrivent Financial

2021 - 2021 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2021 - Present • 5 years

Litchfield, MN

Central Minnesota Credit Union

2020 - 2021 • 1 year

Cold Spring, MN

JJS Property Management

2018 - 2020 • 2 years

Saint Cloud, MN

IRET Properties

2017 - 2018 • 1 year

Waite Park, MN

Herberger's

2016 - 2017 • 1 year

Saint Cloud, MN

Center City Housing Coorporation

2016 - 2017 • 1 year

Saint Cloud, MN

Menards

2013 - 2017 • 4 years

Elk River, MN

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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Rachael V

Series 65

Litchfield, MN

BlueStem Wealth Partners, LLC

Rachael Van Gorkom is a financial advisor at BlueStem Wealth Partners, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Ameriprise Financial Services, LLC and Riverside Church. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses fundamental analysis to build long-term portfolios tailored to clients’ financial situations, tax considerations, and risk tolerance, offering both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning Wealth management
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Paul W

ChFC®, Series 63, Series 66

Litchfield, MN

Thrivent Investment Management

Paul White is a financial advisor with Thrivent Investment Management in Litchfield, MN, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including 24 years with Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of his advisory role, he owns White's Pure Honey, a local honey production business, and holds a passive ownership stake in Island Pine Golf Course in Atwater, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes broad financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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James E

Series 63, Series 65

Litchfield, MN

LPL Enterprise

James Ellingson is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved as a sports and fitness coach and serves on the boards of two nonprofit organizations in Litchfield, MN. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, and institutional entities through a network of investment adviser representatives. The firm’s investment approach emphasizes model-driven portfolios and access to third-party asset managers, with additional services including financial planning, insurance product sales, and affiliated trust and lending services.

Tax-loss harvesting
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James D

Series 63

Litchfield, MN

LPL Financial

James Danner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. He previously worked at VOYA Financial Advisors, Inc. and Questar Asset Management, Inc. Outside of his advisory role, he is involved with the Prideaux Group as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both model portfolios and customized strategies across various asset classes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nicholas L

Series 63, Series 66

Litchfield, MN

OSAIC

Nicholas Loehlein is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors and Securities America Inc. since 2014. He also holds a life insurance sales position involving fixed and indexed annuities as well as fixed and universal life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports multiple investment programs and a complex affiliate network across broker-dealer, asset management, insurance, and trust services.

Annuities Private / alternative investments
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Kate K

Series 66

Dassel, MN

OSAIC

Kate Kilpela is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has worked at SagePoint Financial, Five Star Financial, and other firms prior to joining OSAIC. Kilpela also serves as a registered representative at Linder Financial Resources, where she leads client meetings and assists in trade processing. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.

Annuities Private / alternative investments
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