Advisor at Thrivent Investment Management
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Location
Kingsley, IA
Credentials
Series 63, Series 66
Industry experience
2 years
Kevin Schaeuble is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and two years of industry experience. He previously worked for Plendl Feed Service, Inc. for 24 years before joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering various financial topics and allows clients to combine planning with managed-account programs while keeping these services separate.
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.
Kingsley, IA
Iowa
Thrivent Financial
2024 - Present (2 years)
Thrivent Financial
2024 - 2024 (1 year)
Thrivent Investment Management Inc
2024 - Present (2 years)
Plendl Feed Service, Inc.
2000 - 2024 (24 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 66
Kingsley, IA
Packerland Brokerage Services, Inc.
Keith Bohle is a financial advisor with Packerland Brokerage Services, Inc. in Kingsley, Iowa. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role since 2011, he is co-owner of Bohle Farms and the Dynamix School of Dance, operating two dance studios. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with a range of portfolio management options and manages over $900 million in client assets.
Series 63, Series 66
Moville, IA
Cetera
Christen Countryman is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She previously worked at Voya Financial Advisors before joining Cetera and Cetera Wealth Services. Outside of advisory work, she serves as a board member for the Moville Community Development Association and as a director of the Woodbury County Rural Electric Cooperative, and she is involved in business consulting focused on exit planning for privately held companies. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions along with retirement and fiduciary capabilities integrated into its broader institutional platform.
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