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John Murphy

Advisor at Thrivent Investment Management — Castleton, NY

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Castleton, NY

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,192

Across 1,431 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

John Murphy is a financial advisor with Thrivent Investment Management holding a Series 66 designation. He joined the firm in 2026 and has prior work experience in technology and education sectors, including roles at Loqate and Activision Blizzard. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning across multiple financial topics without managing client portfolios directly.

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

Castleton, NY

Castleton NY

Advisors at this office

1

Most active in

New York

Work history

< 1 year of industry experience

Thrivent Investment Management Inc

2026 - Present • 1 year

Minneapolis, MN

Thrivent Financial

2026 - Present • 1 year

Appleton, WI

Loqate

2022 - 2026 • 4 years

New York, NY

Foxhole QA

2021 - 2022 • 1 year

Austin, TX

Unemployed

2021 - 2021 • 1 year

New York, NY

Activision Blizzard

2019 - 2021 • 2 years

New York, NY

Wag!

2017 - 2019 • 2 years

Brighton, MA

Full Time Education

2014 - 2017 • 3 years

Albany, NY

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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Steven M

Series 66

Rutland, VT

Greenhill Financial Partners

Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, and Heritage Family Credit Union. He serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he oversees policy and financial reviews. Greenhill Financial Partners advises individuals, families, and select business clients with a planning-driven investment approach that includes asset allocation, model portfolios, and unified managed accounts. The firm offers diverse service paths, including divorce financial planning and short, educational client engagements.

Divorce financial planning Annuities General retirement planning
user avatar

Dominic S

Series 66

Rutland, VT

Greenhill Financial Partners

Dominic Stilwell is a financial advisor at Greenhill Financial Partners with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Vermont State Employees Credit Union, and Edward Jones. Outside of his advisory role, he is an independent licensed insurance agent. Greenhill Financial Partners serves individuals and families, including trusts, estates, and retirement accounts, offering financial planning, investment management, and divorce financial planning. The firm employs a planning-driven investment approach with asset allocation, diversification, and model portfolios, and provides distinct service paths ranging from introductory consultations to ongoing comprehensive planning.

Divorce financial planning Annuities General retirement planning
user avatar

Collin F

Series 66

Rutland, VT

Global Assets Advisory, LLC

Collin Fingon is a financial advisor at Global Assets Advisory, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and Bright Futures Wealth Management. Outside of his advisory work, he is a member and manager of Brix Bistro, a restaurant and bar in Rutland, VT, and serves on the board of the Lake Bomoseen Preservation Trust as well as the Rutland Town School Board. Global Assets Advisory, LLC is an SEC-registered adviser managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services through a team of advisors and independent representatives, implementing customized portfolios with a long-term investment approach.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Brooke S

Series 66

Rutland, VT

Private Advisor Group, LLC

Brooke Smith is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and three years of industry experience. Prior to joining Private Advisor Group, she held roles at LPL Financial and worked in various positions including at O'Brien Shortle Reynolds & Sabotka, PC, and Blossom 'N More Florist. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model combining client goal assessment with access to both proprietary and third-party investment solutions.

Annuities Founder/Business Owner
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Katherine B

CFP®, Series 63

Rutland, VT

Commonwealth Financial Network

Katherine Brady is a CFP® with 15 years of experience, currently affiliated with Commonwealth Financial Network and RNL & Associates since 2016. She provides fixed insurance sales and tax preparation services through RNL & Associates. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets, offering a variety of managed-account programs, third-party asset manager access, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Courtney G

Series 66

Rutland, VT

Commonwealth Financial Network

Courtney Gauthier is a financial advisor at Commonwealth Financial Network with three years of industry experience. She holds a Series 66 designation and has worked previously at RNL & Associates. Outside of her advisory role, she coaches youth hockey players in on-ice skills sessions. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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