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Justin Anderson

Advisor at Thrivent Investment Management

Updated today

Location

Stevens Point, WI 54481

Credentials

Series 66

Industry experience

8 years

About

Justin Anderson is a Series 66-registered financial advisor with Thrivent Investment Management, based in Stevens Point, WI. He has eight years of industry experience, including eleven years at Associated Bank prior to joining Thrivent. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning topics. The firm combines goal-based analyses with managed-account options under a consolidated billing approach, while maintaining separate planning and portfolio management 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

3233 B Business Park Drive

Stevens Point, WI 54481

Most active in

Wisconsin

Work history

Thrivent Financial

2018 - Present (8 years)

Thrivent Investment Mangement Inc

2017 - Present (9 years)

Thrivent Financial

2017 - 2018 (1 year)

UNEMPLOYED

2017 - 2017 (1 year)

Associated Bank

2006 - 2017 (11 years)

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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Patrick M

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Patrick Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Brookstone Capital Management and Glišczynski & Associates. He is the owner of Elite Retirement Med, LLC, which provides access to Anovia medical services. Elite Wealth Management advises individuals, retirement plans, foundations, and small businesses, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis and serves a large client base with a variety of investment strategies and education services.

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Plover, WI

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Matthew Daniels is a financial advisor at Elite Wealth Management, Inc. in Plover, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Elite Retirement Group, Inc. and Principal Securities Inc., as well as eight years with Miron Construction. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections while acting as an ERISA fiduciary for plan clients.

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Plover, WI

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General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Benjamin P

Series 63, Series 65

Stevens Point, WI

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