Advisor at Thrivent Investment Management
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Location
Stevenson, WA 98648
Credentials
Series 66
Industry experience
2 years
Matthew Cardiff is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Umpqua Bank, Tapani, Inc., and Westlie Ford. Outside of his advisory work, he manages a residential duplex rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.
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.
112 2nd Street
Stevenson, WA 98648
Washington
Thrivent Financial
2024 - Present (2 years)
Thrivent Financial
2023 - 2024 (1 year)
Thrivent Investment Management Inc
2023 - Present (3 years)
Umpqua Bank
2023 - 2023 (1 year)
Tapani, Inc
2019 - 2023 (4 years)
Westlie Ford
2014 - 2019 (5 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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