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Credentials
Series 66
Experience Industry experience
10 years
Location
Washington, KS 66968
Thrivent Investment Management
Institution
Lydia Cox is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial and its affiliated investment management firm since 2015. 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 planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
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.
Washington, KS
110 East 2nd St
Washington KS 66968
Advisors at this office
1
Kansas · Oklahoma · Texas
10 years of industry experience
Thrivent Financial
2016 - Present • 10 years
Appleton, WI
Thrivent Investment Management Inc
2015 - Present • 11 years
Washington, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Greenleaf, KS
Sanctuary Advisors, LLC
Bruce Simmons is a financial advisor at Sanctuary Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Sanctuary Advisors and its affiliated firms since 2014. Outside of his advisory work, he is involved in community roles including serving as a board member of the USD 108 Endowment and as a clerk and trustee for Logan Township. He also serves on the board of a family-owned dairy farm and is an investor in a medical technology company. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent advisers. The firm offers a variety of portfolio management options, employs multiple analytical approaches, and maintains fiduciary standards under written advisory agreements.
Series 63, Series 66
Hanover, KS
Thrivent Investment Management
Sean Bruna is a financial advisor with Thrivent Investment Management in Hanover, KS. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Thrivent, he worked at ConocoPhillips and has occasional paid experience as a mechanic on his family’s farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.
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