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Michael O Loughlin

Advisor at Thrivent Investment Management — Jackson, MO South High Street

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Jackson, MO 63755

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

Michael O Loughlin is a financial advisor at Thrivent Investment Management based in Jackson, MO. He holds the Series 66 designation and has prior work experience at Procter & Gamble, AT&T, Biokyowa, and Cape County Private Ambulance. He began his advisory career with Thrivent in 2026. 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 analyses and planning across various financial topics, delivered as either a one-time or ongoing engagement, without managing client portfolios directly.

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

Jackson, MO South High Street

100 South High Street

Jackson MO 63755

Advisors at this office

2

Most active in

Missouri · Texas

Work history

< 1 year of industry experience

Thrivent Financial

2026 - Present • 1 year

Appleton, WI

Thrivent Financial

2026 - 2026 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2026 - Present • 1 year

Jackson, MO

Procter & Gamble

2019 - 2026 • 7 years

Jackson, MO

At&t

2018 - 2019 • 1 year

Cape Girardeau, MO

Biokyowa

2017 - 2018 • 1 year

Cape Girardeau, MO

Cape County Private Ambulance

2008 - 2017 • 9 years

Cape Girardeau, MO

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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John H

Series 65

Cape Girardeau, MO

Strategic Investment Advisors, Ltd.

John Hillin is a financial advisor at Strategic Investment Advisors, Ltd. in Cape Girardeau, MO, holding a Series 65 designation with 26 years of industry experience. He has been with Strategic Investment Advisors since 1998 and also operates HILLIN AND COMPANY, PC. Strategic Investment Advisors, Ltd. manages approximately $78.5 million in discretionary assets for individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and third-party model portfolios, while providing comprehensive financial planning and employee benefit advisory services.

Passive / index investing General retirement planning College savings (529s, UTMA, etc.) General tax planning
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Kyle H

Series 65

Cape Girardeau, MO

Alspaugh Wealth Management

Kyle Hylla is a financial advisor with Alspaugh Wealth Management in Cape Girardeau, MO. He holds a Series 65 designation and has one year of industry experience. Prior to joining Alspaugh Wealth Management, he worked at Innovative Insurance Consultants, LLC, First Midwest Bank, Parkside Financial Bank & Trust, Lockton Companies, and MRV Banks. Alspaugh Wealth Management serves individual and high-net-worth clients offering discretionary asset management, financial planning, and retirement-plan services. The firm employs a range of investment methods and collaborates with co-advisors and sub-advisors while maintaining a focus on participant education and technology-supported performance reporting.

Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments
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Jason L

Series 65

Cape Girardeau, MO

Alspaugh Wealth Management

Jason Lee is a financial advisor at Alspaugh Wealth Management with six years of industry experience. He holds a Series 65 license and has worked at Alspaugh Wealth Management since 2020. In addition to his advisory role, Lee operates an insurance agency, Innovative Insurance Consultants, based in Cape Girardeau, Missouri. Alspaugh Wealth Management serves individual and high-net-worth clients, offering discretionary asset management, financial planning, and retirement-plan services. The firm uses a variety of investment methods and works with co-advisors and sub-advisors to manage client portfolios, conducting regular account reviews and providing technology-supported performance reporting.

Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments
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Tracy P

Series 65

Cape Girardeau, MO

Alspaugh Wealth Management

Tracy Pelczynski is a financial advisor at Alspaugh Wealth Management with a Series 65 designation. She has been with the firm since 2023 and previously worked at SoutheastHEALTH for 28 years. Alspaugh Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm employs a mix of investment methods and works with co-advisors and sub-advisors to manage portfolios, offering regular account reviews and performance reporting.

Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments
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Brock A

Series 66

Cape Girardeau, MO

Alspaugh Wealth Management

Brock Alspaugh is a financial advisor with Alspaugh Wealth Management in Cape Girardeau, MO, holding a Series 66 designation and 24 years of industry experience. He founded Alspaugh Wealth Management in 2013 and previously worked at Taylor Capital Management Inc. from 2013 to 2018. Outside of advising, he has been involved with Innovative Insurance Consultants, an insurance products sales business, since 2008. Alspaugh Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm employs a range of investment methods and delegates portfolio management for some accounts while maintaining oversight and conducts regular account reviews and client reporting.

Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments
user avatar

Clay E

Series 63, Series 66

Jackson, MO

Stone House Investment Management, LLC

Clay Eubanks is a financial advisor with Stone House Investment Management, LLC, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining Stone House, he spent 15 years at Procter and Gamble and held various roles within Thrivent Financial and Thrivent Investment Management Inc. Stone House Investment Management provides discretionary investment management and modular financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a range of model and separately managed strategies, uses active trading techniques, and offers specialty solutions including third-party manager oversight, managing over $840 million in discretionary assets as of the end of 2025.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
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