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Michael Jerome Stecker

Advisor at Thrivent Investment Management — Choctaw, OK

Updated today

Credentials

Series 66

Experience

17 years

Location

Choctaw, OK

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,157

Across 1,410 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Michael Stecker is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and managed services separate.

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

Choctaw, OK

Choctaw OK

Advisors at this office

1

Most active in

Oklahoma

Work history

17 years of industry experience

Thrivent Financial for Lutherans

2009 - Present • 17 years

Appleton, WI

Thrivent Investment Management Inc

2009 - Present • 17 years

Choctaw, OK

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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Corey K

Series 66

Edmond, OK

Entrust Parable Capital, LLC

Corey Kenedy is a Series 66-licensed financial advisor with 17 years of industry experience. He has been the sole advisor at Entrust Parable Capital, LLC since 2014. Entrust Parable Capital is an independent registered investment adviser that offers discretionary and non-discretionary investment management along with comprehensive wealth management and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios that may include mutual funds, ETFs, individual securities, privately placed investments, and options.

Charitable giving & philanthropy Options & derivatives strategies Private / alternative investments
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Jordan S

CFP®, Series 66

Edmond, OK

VOX Financial Planning

Jordan Spencer is a CFP® professional with six years of industry experience, currently serving as the sole advisor at VOX Financial Planning. He has previously worked with Mass Mutual Investors Services and MassMutual Life Insurance Company and is employed by Magellan Federal as a Financial Counselor providing financial education to National Guard members. During tax season, he also assists in preparing tax returns. VOX Financial Planning offers fee-only financial planning and investment management services to individuals and families, focusing on passive investment strategies such as ETFs and no-load mutual funds. The firm charges fixed annual and review fees rather than a percentage of assets and delegates investment management to a third-party Sub-Advisor while maintaining client oversight.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Corneluis M

Series 65

Moore, OK

Uisonet

Corneluis Mathews is a financial advisor at UisOneT with eight years of industry experience. He holds a Series 65 designation and has previously worked at David Allen Capital, Inc. and Brookstone Capital Management. Outside of advising, he provides process improvement consulting through EntityWorks LLC. UisOneT offers fee-based asset management and comprehensive financial planning to individuals, families, businesses, and retirement plans. The firm employs discretionary portfolio management tailored by client-specific investment policies and risk profiles, utilizing a range of investment strategies and external resources.

Annuities
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Rustin C

Series 65

Edmond, OK

Render Financial, LLC

Rustin Cavel is a financial advisor at Render Financial, LLC in Edmond, Oklahoma, holding a Series 65 credential. He has one year of industry experience and previously worked at Coast Finance, Inc. and Gala Games, among other firms. Render Financial offers financial planning, discretionary wealth management, and customized advisory projects to individuals, small businesses, and high-net-worth clients. The firm uses a strategic, primarily passive investment approach tailored to client objectives and risk tolerance, providing wealth management on a discretionary basis with semi-annual reviews.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Private / alternative investments Founder/Business Owner
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Michael F

Series 65

Oklahoma City, OK

Trilogy Financial Solutions

Michael Freeman is a Series 65-licensed financial advisor with Trilogy Financial Solutions in Oklahoma City, Oklahoma, and has 12 years of industry experience. He is also employed full-time by the Oklahoma Department of Environmental Quality, where he has worked since 1994, and owns Environmental Enforcement Training and Consulting LLC, providing enforcement training to government environmental agencies in the U.S. and Canada. Trilogy Financial Solutions offers investment advice and portfolio management focused on retirement planning, primarily through Individual Retirement Accounts. The firm employs a long-term, buy-and-hold strategy using mutual funds and ETFs, emphasizing diversification across U.S. equities, international equities, and fixed-income securities, with services tailored to clients’ goals and time horizons.

General retirement planning Debt management
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Christopher M

Series 65

Oklahoma City, OK

Integrated Planning Strategies, LLC

Christopher Matteson is a financial advisor with Integrated Planning Strategies, LLC in Oklahoma City, holding a Series 65 credential and 26 years of industry experience. He has been with Integrated Planning Strategies since 2003 and also serves as a principal member of C & K Class A Services, LLC, a company transitioning from building management to life and health insurance sales. Matteson is a licensed life and health insurance agent. Integrated Planning Strategies, LLC is an independent, fee-only registered investment adviser providing personalized portfolio management and retirement plan advisory services. The firm emphasizes individualized planning with documented investment policies and employs a range of strategies including fundamental, technical, and cyclical analysis, as well as option techniques, while maintaining a small client base.

Options & derivatives strategies
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