Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
40 years
Location
Alva, OK 73717
Thrivent Investment Management
Institution
Michael Horntvedt is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is the owner of a Black Angus cattle ranch, a cow/calf operation run jointly with his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics and allows clients to combine planning with managed-account programs while keeping those 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.
Alva, OK
43539 Harper Rd
Alva OK 73717
Advisors at this office
1
Oklahoma · Texas
40 years of industry experience
THRIVENT FINANCIAL for Lutherans
2002 - Present • 24 years
Appleton, WI
Thrivent Investment Management
2002 - Present • 24 years
Alva, OK
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
Alva, OK
Edward Jones
Heath Shelite is a financial advisor with Edward Jones in Alva, Oklahoma, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at BancCentral N.A. and Noble Drilling Services Inc. He is co-owner of Gamik, LLC, a partnership that owns his shared office space with another financial advisor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.
Series 66
Alva, OK
Edward Jones
Cale Leeper is a financial advisor with Edward Jones in Alva, OK, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014 and also operates Leeper Farms, an agricultural business active since 2002. Leeper serves as a board member of the Woods County Economic Development Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network, affiliated trust and mutual fund services, and a fiduciary standard in its advisory operations.
Series 66
Alva, OK
Edward Jones
Grant Wilber is a financial advisor at Edward Jones in Alva, Oklahoma, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he operated Wilber Genetics, a livestock business focused on swine, and worked at Great Plains National Bank. Grant also has a background in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and offers various discretionary and non-discretionary strategies, alongside affiliated mutual funds and other financial services.
Series 66
Alva, OK
Cetera
Van Johnson is a Series 66-licensed financial advisor with Cetera, based in Alva, Oklahoma, and has eight years of industry experience. He has held ownership roles in several related businesses including Summit Wealth Strategies, LLC, where he provides tax preparation and planning services. Johnson serves as a board member of the Alva Goldbug Education Foundation, which supports scholarships and grants for local schools, and is treasurer of the Alva Rotary Club. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.
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