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Nichole Marie Martin

Advisor at Thrivent Investment Management — Tomah, WI

Updated today

Credentials

Series 66

Experience

6 years

Location

Tomah, WI 54660

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,188

Across 1,423 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Nichole Martin is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing five years of industry experience. She has been with Thrivent and its affiliated entities since 2019. Outside of her advisory role, Martin owns a home business that creates custom shirts and decor for local organizations and events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

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

Tomah, WI

1021 Superior Ave

Tomah WI 54660

Advisors at this office

4

Most active in

Wisconsin

Work history

6 years of industry experience

Thrivent Financial

2020 - Present • 6 years

Appleton, WI

Thrivent Financial

2020 - 2020 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2019 - Present • 7 years

Tomah, WI

Ho-Chunk Housing & Community Development Agency

1999 - 2020 • 21 years

Tomah, WI

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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Austin L

Series 65

Tomah, WI

MBE Wealth Management, LLC

Austin Lins is a financial advisor at MBE Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at MBE Wealth Management since 2019. Prior to that, he held roles at Ballweg Chevrolet-Buick, UW-Whitewater, and Eagle Valley Ag Service. Outside of advisory work, he is involved in insurance sales. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm focuses on building diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, and employs both fundamental and technical analysis in its investment approach.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
user avatar

Justin P

Series 65

Tomah, WI

MBE Wealth Management, LLC

Justin Philipp is an advisor at MBE Wealth Management, LLC in Tomah, Wisconsin, holding a Series 65 designation. He joined the firm in 2025 and has prior experience as a student at the University of Wisconsin-Whitewater and working at Bobbers Island Grill. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and financial institutions with financial planning and portfolio management. The firm employs a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, and integrates fundamental and technical analysis to customize asset allocations.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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Michael P

CFP®, Series 66

Tomah, WI

MBE Wealth Management, LLC

Michael Pruitt is a CFP® professional with 19 years of industry experience. He has worked at MBE Wealth Management, LLC since 2014 and previously at LPL Financial, LLC. In addition to his financial advisory role, he serves in the U.S. Air Force. MBE Wealth Management, LLC provides advisory services to individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term portfolios using low-cost mutual funds and ETFs alongside individual securities and independent managers, employing both fundamental and technical analysis.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
user avatar

Baylee S

CFP®, Series 65

Tomah, WI

MBE Wealth Management, LLC

Baylee Saladis is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at MBE Wealth Management, LLC since 2021 and previously at Wealthspire Advisors in 2020. Saladis is also affiliated with the University of Wisconsin-Madison and has experience in insurance sales. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and financial institutions. The firm constructs diversified portfolios primarily using low-cost mutual funds and ETFs, employing a long-term investment approach with fundamental and technical analysis, and offers a range of financial planning and consulting services.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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Joseph B

Series 63, Series 65, Series 66

Tomah, WI

MBE Wealth Management, LLC

Joseph Berry is a financial advisor with MBE Wealth Management, LLC in Tomah, WI, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at MBE Wealth Management since 2013 and previously spent six years with LPL Financial LLC. Outside of advisory work, he is involved in insurance sales, dedicating approximately 10% of his monthly time to this activity. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm focuses on building diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, while employing fundamental and technical analysis and offering a wrap-fee program with institutional custody relationships.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
user avatar

Chadwick G

Series 65

Tomah, WI

MBE Wealth Management, LLC

Chadwick Gaffney is a financial advisor with MBE Wealth Management, LLC in Tomah, WI, holding a Series 65 credential and one year of industry experience. He previously worked at Stone Pillars Wealth Management and Northwestern Mutual and has been involved in multiple business ventures since 2018. Gaffney serves as a tactical aircraft maintenance technician with the Wisconsin Air National Guard. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and financial institutions, offering financial planning and portfolio management with a primarily long-term, diversified approach utilizing mutual funds, ETFs, and independent managers. The firm works with institutional custodian platforms and provides additional fiduciary and consulting services, including an affiliation with an accounting and consulting firm.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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