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Laura Tweten

Advisor at Thrivent Investment Management

Updated today

Location

Ada, MN 56510

Credentials

Series 66

Industry experience

11 years

About

Laura Tweten is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Thrivent Investment Management and THRIVENT Financial since 2014. Outside of her advisory role, she serves as a board member for the Lake Agassiz Education Cooperative and the Ulen Hitterdal Independent School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning across a broad range of financial topics without discretionary trading authority.

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

215 West Main Street

Ada, MN 56510

Most active in

Minnesota

Work history

THRIVENT Financial

2014 - Present (12 years)

Thrivent Investment Management inc

2014 - Present (12 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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Darin M

Series 63, Series 65

Anthony, MN

LPL Enterprise

Darin Moening is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a contingent power of attorney for his parents. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, operating as both an investment adviser and broker-dealer.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Kurt P

Series 63, Series 65

Ada, MN

LPL Financial

Kurt Philion is a financial advisor with LPL Financial in Ada, MN, holding Series 63 and Series 65 credentials with eight years of industry experience. His prior roles include positions at Great Valley Advisor Group Inc. and Frandsen Bank & Trust. Outside of financial advising, he works as a voice-over artist and serves as an ambassador/promoter for BD&LL Screen Printing. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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