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Lance Allen Hamman

Advisor at Thrivent Investment Management — Milbank, SD

Updated today

Credentials

Series 66

Experience

24 years

Location

Milbank, SD 57252

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,188

Across 1,424 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Lance Hamman is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 analyses covering a broad range of planning topics and allows clients to integrate planning with managed-account programs 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

Milbank, SD

409 S Main St

Milbank SD 57252

Advisors at this office

1

Most active in

South Dakota

Work history

24 years of industry experience

THRIVENT FINANCIAL for Lutherans

2002 - Present • 24 years

Appleton, WI

THRIVENT INVESTMENT MANAGEMENT, iNC.

2002 - Present • 24 years

Milbank, SD

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 N

Series 66

Milbank, SD

Edward Jones

Steven Nomeland is a financial advisor with Edward Jones, holding a Series 66 credential and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Great Western Bank from 2010 to 2020. Outside of his advisory role, he is a partner in a farmland rental inherited from his family and manages its bookkeeping without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm operates a large nationwide network of financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

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

Phyllis A

Series 63

Ortonville, MN

Cetera

Phyllis Anderson is a financial advisor with Cetera and holds a Series 63 designation. She has 35 years of industry experience and also manages Anderson Tax & Accounting, P.A., where she oversees all company operations and provides tax and payroll services. Anderson has a long career history including significant roles at Avantax and its affiliates. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment platforms and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Delvin H

Series 63, Series 66

Milbank, SD

Edward Jones

Delvin Hackwith is a financial advisor with Edward Jones in Milbank, SD, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Hackwith serves as a board member of the Milbank Education Foundation, where he participates in decisions regarding scholarship awards and oversees the organization’s financial matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs, with a large nationwide advisor and branch network.

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

Curtis K

Series 66

Milbank, SD

Edward Jones

Curtis Kunde is a financial advisor at Edward Jones in Milbank, SD, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Religious/faith focused
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Lindsay S

Series 65, Series 63

Ortonville, MN

Ameriprise

Lindsay Sherritt is a financial advisor at Ameriprise with 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is employed by I AM G LLC and is a Marketing Director for The Tax Collaborative, supporting tax practice activities and client service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing tax-aware retirement income planning advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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