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Nicholas Ross Johnson

Advisor at Thrivent Investment Management — Stewartville, MN Main St S

Updated today

Credentials

Series 66

Experience

9 years

Location

Stewartville, MN 55976

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,188

Across 1,421 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Nicholas Johnson is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and nine years of industry experience. He has been with Thrivent since 2013 and also engages in play-by-play sports announcing and serves as tournament director for the Stewartville Youth Basketball Association. Additionally, he is president of the Stewartville Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial plans without discretionary trading authority.

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

Stewartville, MN Main St S

520 Main St S

Stewartville MN 55976

Advisors at this office

2

Most active in

Minnesota

Work history

9 years of industry experience

Thrivent Financial

2017 - Present • 9 years

Appleton, WI

Thrivent Financial

2017 - 2017 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2016 - Present • 10 years

Stewartville, MN

Thrivent Financial

2013 - 2017 • 4 years

Rochester, MN

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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Thomas K

CFP®, Series 66

Rochester, MN

Mako Wealth Group

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Cash flow / budgeting Founder/Business Owner Retired Self-Employed Young Professionals
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Donald J

CFP®, Series 63, Series 65

Rochester, MN

Adviser Financial Group, Inc

Donald Johnson is a CFP® with 12 years of industry experience, serving as the sole advisor at Adviser Financial Group, Inc. in Rochester, MN. He has been with the firm since 2000. Adviser Financial Group, Inc provides personalized financial planning and investment advice primarily to individual clients, managing approximately $151 million in assets for about 125 clients as of the end of 2023. The firm follows a fee-only model with a strategic asset allocation and a buy-and-hold investment approach aligned with clients’ long-term plans.

General retirement planning General tax planning Cash flow / budgeting
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Corey B

Series 65

Rochester, MN

Ataraxis Financial

Corey Black is a financial advisor at Ataraxis Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Ataraxis Financial, he worked in education, including roles at Triton Public Schools and Albert Lea Area Schools. Ataraxis Financial serves individuals, families, small-business retirement plans, trusts, and estates by providing financial planning, consulting, and portfolio management services. The firm manages approximately $42 million in client assets and emphasizes non-discretionary account management with strategic asset allocation using exchange-traded funds and investment-grade bonds.

Passive / index investing General retirement planning
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Ryan K

Series 65

Rochester, MN

RGA Investment Advisors, LLC

Ryan King is a financial advisor at RGA Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Pine Bluffs Capital Management for seven years, where he is also a principal involved in small multifamily rental real estate investments. His background includes roles at Harris Williams and the University of Michigan. RGA Investment Advisors LLC provides wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, and businesses. The firm manages taxable and retirement accounts through a primarily long-term investment process that incorporates fundamental, technical, and cyclical analysis across equities, mutual funds, ETFs, bonds, and private placements.

Wealth management
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Kimberley D

Series 65

Rochester, MN

Lifetime Wealth Management, LLC

Kimberley Dillingham is a financial advisor at Lifetime Wealth Management, LLC with four years of industry experience. She holds a Series 65 credential and has worked at various firms including Radar Financial Investments Corporation and Patten Training & Review, LLC. Outside of advising, she operates KED Services, an administrative support firm. Lifetime Wealth Management, LLC provides financial planning and investment management primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, flexible investment approach that incorporates fundamental and technical analysis, asset allocation, and diversification.

Options & derivatives strategies
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Collin M

Series 65

Rochester, MN

Lifetime Wealth Management, LLC

Collin Miller is a financial advisor at Lifetime Wealth Management, LLC in Rochester, MN, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he spent five years at the University of Wisconsin Eau Claire. Lifetime Wealth Management provides personalized investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, and corporate entities. The firm employs a value-oriented investment approach that incorporates fundamental and technical analysis, offering a range of supervisory service levels tailored to client needs.

Options & derivatives strategies
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