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Jessica Meulendyke

Advisor at Thrivent Investment Management — Eagle River, WI

Updated today

Credentials

Series 66

Experience

5 years

Location

Eagle River, WI

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,192

Across 1,426 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Jessica Meulendyke is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial since 2021. Prior to this, she spent five years with Lutheran Indian Ministries. 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 covering topics such as retirement, tax, estate, and special needs planning, with clients able to combine planning with managed accounts under a consolidated billing option.

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

Eagle River, WI

Eagle River WI

Advisors at this office

1

Most active in

Illinois · Texas · Wisconsin

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

Crystal Lake, IL

Unemployed

2020 - 2021 • 1 year

Crystal Lake, IL

Lutheran Indian Ministries

2015 - 2020 • 5 years

Brookfield, WI

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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Thomas W

Series 63, Series 66

Eagle River, WI

Gateway Wealth Partners, LLC

Thomas Wittkopf is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His previous roles include positions at LPL Financial, SagePoint Financial, and SII Investments. Wittkopf is also President and CEO of Great North Bank and owns Witt Guns & Ammo, a business based in Eagle River, WI. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and consulting services, typically allocating assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

Retirement plans for business owners (SEP, solo 401k)
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Justen S

Series 66

Eagle River, WI

Cambridge Investment Research Advisors

Justen Schemmel is a Series 66-registered advisor with Cambridge Investment Research Advisors, based in Eagle River, WI, with six years of industry experience. Prior to joining Cambridge, he worked at ABB for eight years. Outside of his advisory role, Schemmel is involved in community activities including maintenance work for a local youth soccer association and serving on the Christ Lutheran Education Committee. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm provides both discretionary and non-discretionary portfolio solutions with access to proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Maxwell W

CFP®, Series 66

Eagle River, WI

Edward Jones

Maxwell Wolosyn is a CFP® professional with 11 years of industry experience, all of which he has spent with Edward Jones since 2015. He holds the Series 66 license and is based in Eagle River, WI. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy Early retirement planning Business exit / sale strategy Business succession planning General retirement planning Founder/Business Owner Intergenerational Families
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Connie C

Series 63, Series 66

Eagle River, WI

LPL Financial

Connie Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Prior to joining LPL Financial in 2021, she worked for BMO Harris Financial Advisors, Inc. for nine years and has been affiliated with M&I Bank since 1989. She also owns a restaurant equipment service business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

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

Series 63, Series 65

Phelps, WI

Wells Fargo Clearing

Scott Wickman is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors and 23 years at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Retired Founder/Business Owner
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Ronald P

Series 63

Eagle River, WI

Cambridge Investment Research Advisors

Ronald Patterson is a financial advisor with Cambridge Investment Research Advisors in Eagle River, WI, holding a Series 63 license and 35 years of industry experience. He previously worked at Commonwealth Financial Network and First National Investment Center. Patterson serves as secretary for Ducks Unlimited and is a board member of Aspirus Hospital North Division. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients with financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary and third-party models, with both discretionary and non-discretionary strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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