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Laurie Dowd Gowdy

Advisor at Thrivent Investment Management

Updated today

Location

Melbourne, IA

Credentials

Series 66

Industry experience

9 years

About

Laurie Dowd Gowdy is a financial advisor with Thrivent Investment Management in Melbourne, Iowa, holding a Series 66 credential and bringing nine years of industry experience. She has been with Thrivent since 2016, following previous roles in education and child abuse prevention services. Outside of her advisory work, she serves as the corresponding secretary for a women’s community group focused on promoting educational opportunities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial plans without portfolio management or discretionary trading authority. The firm offers integration of planning and 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

Melbourne, IA

Most active in

Iowa · Texas

Work history

Thrivent Financial

2017 - Present (9 years)

Thrivent Investment Management Inc

2016 - Present (10 years)

Thrivent Financial

2016 - 2017 (1 year)

Solid Ground Stewardship Services

2006 - 2016 (10 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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