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Kyle Wayne Olson

Advisor at Thrivent Investment Management — Hiawatha, KS

Updated today

Credentials

Series 63, Series 65

Experience

9 years

Location

Hiawatha, KS

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,190

Across 1,424 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Kyle Olson is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 65 licenses. He has eight years of industry experience, all with Thrivent, and previously worked with First Lutheran Church. Outside of his advisory role, Olson serves on the board of an ecumenical community center and is involved with local economic development organizations, including a pending appointment as president of the Hiawatha Foundation for Economic Development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses. The firm offers planning engagements without discretionary trading authority and integrates planning with managed-account services under a consolidated billing option called “WealthPlan.”

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

Hiawatha, KS

Hiawatha KS

Advisors at this office

1

Most active in

Kansas · Oklahoma

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

Hiawatha, KS

First Lutheran Church

2010 - 2017 • 7 years

Manhattan, KS

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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Carl M

Series 63, Series 65

Hiawatha, KS

One Capital Management, LLC

Carl Mueller is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Nations Financial Group, Inc for 18 years before joining One Capital Management in 2021. Outside of his advisory role, he is involved in insurance sales through Target Insurance Services. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, and retirement plan solutions, employing a macroeconomic and fundamental research-based investment process that integrates active management with ETFs and diversified fixed income.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Real estate investing Cross-border / expatriate tax planning
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Amber B

CFP®, Series 66

Sabetha, KS

Independent Financial Partners

Amber Bletscher is a CFP® with eight years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2019. Her prior roles include positions at National Securities and Painter and Johnson Financial. Outside of advising, she teaches educational classes in her community, serves as treasurer and board member of the USD 113 Foundation, and works as a substitute teacher for the USD 113 School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model allowing customized investment strategies and offers specialized retirement-plan consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Steven S

Series 63, Series 66

Sabetha, KS

Thrivent Investment Management

Steven Stoller is a financial advisor with Thrivent Investment Management in Sabetha, Kansas, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he manages a rental property that includes his office space and additional commercial tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and holistic planning across various financial topics. The firm offers planning separately from managed account services and does not provide portfolio management or institutional advisory mandates.

Business ownership considerations
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Jeffrey R

Series 63, Series 66

Sabetha, KS

Edward Jones

Jeffrey Russell is a financial advisor with Edward Jones in Sabetha, KS, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns a hay crop operation in Oneida, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Bradley E

CFP®, Series 66

Hiawatha, KS

Edward Jones

Bradley Edwards is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in commercial real estate in Hiawatha, Kansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and maintains a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brett H

Series 63, Series 66

Hiawatha, KS

LPL Financial

Brett Holladay is a financial advisor with LPL Financial in Hiawatha, Kansas, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory work, he is involved with Farmers Repair, a bulk metal sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a focus on customizable investment strategies and operates a broad platform that includes insurance and credit services.

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