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Marc Douglas Kerscher

Advisor at Thrivent Investment Management — Monticello, IA W 1st St

Updated today

Credentials

Series 63, Series 66

Experience

25 years

Location

Monticello, IA 52310

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,187

Across 1,423 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Marc Kerscher is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Thrivent since 2008. Outside of his advisory role, he serves as an assistant high school football coach and is a member of the board of directors for a senior living complex. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, combining 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

Monticello, IA W 1st St

820 W 1st St

Monticello IA 52310

Advisors at this office

1

Most active in

Iowa

Work history

25 years of industry experience

THRIVENT FINANCIAL for Lutherans

2008 - Present • 18 years

Appleton, WI

Thrivent Investment Management inc

2008 - Present • 18 years

Central City, IA

Valic Financial Advisors

2004 - 2008 • 4 years

Wells Fargo Investments, Llc

2001 - 2004 • 3 years

Marion, IA

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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Michael O

Series 63, Series 65

Cascade, IA

Empower Advisory Group

Michael Otting is a financial advisor with Empower Advisory Group who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Prudential Customer Solutions LLC, Global Portfolio Strategies, Inc., and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Brian G

Series 66

Monticello, IA

Cambridge Investment Research Advisors

Brian Gogel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and concurrently maintains a long-standing role at Citizens State Bank. Outside of his advisory work, he is involved in agricultural operations as a partner in Gogel Brothers Farms and serves as treasurer for both the Monticello School Foundation and the Monticello Youth Baseball Softball Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and other retirement-plan sponsors. The firm offers a range of services through independent financial professionals, including financial planning, investment management, and retirement plan advisory, utilizing proprietary and third-party model strategies and multiple platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Nolan V

Series 63

Cascade, IA

LPL Financial

Nolan Vosler Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He has been associated with LPL Financial since 1992 and also manages the investment program at First Central State Bank. Vosler has longstanding involvement with community organizations, including the DeWitt Noon Lions and DeWitt Community Hospital as a major donor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors utilizing various portfolio strategies and institutional platforms.

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

Series 66

Cascade, IA

Edward Jones

Allison Kettmann is a financial advisor at Edward Jones in Cascade, IA, holding a Series 66 designation. She joined Edward Jones in 2025 and has prior experience at Bridgewater Advisors and various roles in education and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Brock H

Series 66

Anamosa, IA

Edward Jones

Brock Hillers is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Cottingham and Butler for two years and has experience in diverse roles including time with the University of Iowa Football program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Inheritance planning Multi-generational wealth transfer Retired Founder/Business Owner Executive

Brad L

Series 63, Series 66

Cascade, IA

Edward Jones

Brad Ludwig is a financial advisor with Edward Jones in Cascade, IA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Ludwig owns Castle Creek LLC, a rental property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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