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Kyle Richard Debertin

Advisor at Thrivent Investment Management — Bismarck, ND Greensboro Dr

Updated today

Credentials

Series 66

Experience

9 years

Location

Bismarck, ND 58503

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,188

Across 1,421 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Kyle Debertin is a financial advisor with Thrivent Investment Management in Bismarck, ND, holding a Series 66 credential and nine years of industry experience. He has been with Thrivent and its related entities since 2015. Outside of his advisory role, Debertin serves as a board director for the Bismarck Optimist Club, focusing on youth activities, and has been invited as a guest speaker to the North Dakota Stockmen's Association to discuss youth motivation in agriculture. He is also involved with the University of Mary Athletic Department as a potential announcer for various sporting events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations across a broad range of planning topics, allowing clients to combine planning with managed-account programs 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

Bismarck, ND Greensboro Dr

3255 Greensboro Dr

Bismarck ND 58503

Advisors at this office

3

Most active in

North Dakota · Texas

Work history

9 years of industry experience

Thrivent Financial

2017 - Present • 9 years

Appleton, WI

Thrivent Financial

2017 - 2017 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2017 - Present • 9 years

Bismarck, ND

Thrivent Financial

2015 - 2017 • 2 years

Bismarck, ND

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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Nathan H

Series 65

Bismarck, ND

Strategic Applications and Solutions, LLC

Nathan Huntington is affiliated with Strategic Applications and Solutions, LLC and holds a Series 65 credential. He has experience working at Peraton and the Theodore Roosevelt Medora Foundation. Outside of his advisory work, he is involved with Hesperus Luxury Travel, LLC and previously served in the U.S. Marine Corps. Strategic Applications and Solutions provides financial planning and consulting services to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers client-tailored financial plans and serves as a co-advisor alongside an unaffiliated asset manager, focusing on a Modern Portfolio/Efficient Market investment approach.

Retirement income strategy
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Trevor L

Series 63, Series 65, Series 66

Bismarck, ND

Dakota Wealth Advisors LLC

Trevor Leidy is a financial advisor at Dakota Wealth Advisors LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gradient Advisors LLC and Investment Centers of America. Dakota Wealth Advisors LLC provides personalized financial planning and discretionary portfolio management to individual and high-net-worth clients, employing a research-driven approach that combines fundamental and technical analysis with active trading and derivative strategies. The firm offers a broad range of investment instruments and uses Interactive Brokers for custody and trading.

Options & derivatives strategies Concentrated stock management
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Erik J

CFP®, Series 63, Series 65

Bismarck, ND

Fleischer & Johnson Wealth Management, Inc.

Erik Johnson is a CFP® professional with 26 years of industry experience, currently serving as the sole advisor at Fleischer & Johnson Wealth Management, Inc. He previously worked at VPWM Advisors LLC, Nrp Advisors, and LPL Financial. Fleischer & Johnson Wealth Management, Inc. provides discretionary portfolio management to individuals and high-net-worth clients and serves as both sponsor and portfolio manager of a wrap fee program. The firm employs a long-term, modern portfolio theory approach, operates primarily under discretionary authority, and manages approximately $102 million across about 232 client accounts.

Annuities
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John P

Series 63, Series 65

Bismarck, ND

Power Wealth Management, LLC

John Power is the sole advisor at Power Wealth Management, LLC in Bismarck, ND, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has operated Power Wealth Management since 2013 and also owns Power Financial, a CPA firm providing tax and accounting services, where he has been involved since 1991. Power serves as the chapter president of his local NAIFA chapter. Power Wealth Management primarily advises pension and profit-sharing plans and other institutional clients by soliciting third-party money managers and providing financial planning and consulting to plan sponsors. The firm delivers written evaluations and tailored plans, referring clients to external managers rather than directly managing assets or exercising discretionary authority.

General retirement planning General tax planning Retired
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Benjamin B

CFP®, Series 66

Bismarck, ND

Capital City Wealth Management, Inc.

Benjamin Brandt is a CFP® with 18 years of industry experience, currently serving at Capital City Wealth Management, Inc. in Bismarck, ND. He has hosted the Retirement Starts Today Radio podcast since 2015 and is the sole member and content creator for Retire Ready Resources LLC, where he produces books, podcasts, YouTube channels, and online courses related to retirement. Capital City Wealth Management, Inc. serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning through a wrap fee program. The firm uses diversified, risk-based portfolios tailored by investment policy statements and risk-tolerance questionnaires, employing strategic, tactical, and dynamic allocation approaches with ongoing reviews.

General retirement planning Cash flow / budgeting
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Benjamin M

CFP®, Series 66

Mandan, ND

Bona Fide Finance

Benjamin Martinek is a CFP® and Series 66-registered advisor with 11 years of experience. He is a co-founder of Magni Publicani LLP, doing business as Magni Tax Experts, where he dedicates about 25% of his time. Martinek has worked at Bona Fide Finance, LLC since 2015 and has prior experience with Magnum LTL. Bona Fide Finance provides financial planning and advisory services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plan consulting for employer plan sponsors. The firm emphasizes fixed-fee and ongoing comprehensive planning, utilizing passive investment strategies and third-party managers.

College savings (529s, UTMA, etc.) Wealth management
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