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Credentials
Series 66
Experience Industry experience
2 years
Location
Stevenson, WA 98648
Thrivent Investment Management
Institution
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.
Stevenson, WA
112 2nd Street
Stevenson WA 98648
Advisors at this office
1
Washington
2 years of industry experience
Thrivent Financial
2024 - Present • 2 years
Appleton, WI
Thrivent Financial
2023 - 2024 • 1 year
Appleton, WI
Thrivent Investment Management Inc
2023 - Present • 3 years
Stevenson, WA
Umpqua Bank
2023 - 2023 • 1 year
Stevenson, WA
Tapani, Inc
2019 - 2023 • 4 years
Battle Ground, WA
Westlie Ford
2014 - 2019 • 5 years
Washougal, WA
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 66
Carson, WA
Ameriprise
Jeffery Adams is a Series 66-licensed advisor at Ameriprise Financial Services with one year of industry experience. His prior work history includes roles at VLinc and Advanced Navigation & Positioning Corporation, as well as involvement with Klickitat County Search and Rescue. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.
CFP®, Series 66
Carson, WA
Ameriprise
Rachel Year Fahrenkrug is a CFP® and holds a Series 66 license with six years of industry experience. She is currently an advisor at Ameriprise, having joined in 2025 after six years at Edward Jones and four years at Insitu. She is a co-owner of VBL Financial Group, a business involved in managing her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.
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