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Nicole Joy Muenz

Advisor at Thrivent Investment Management — Kingsville, MO

Updated today

Credentials

Series 66

Experience

4 years

Location

Kingsville, MO

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,192

Across 1,430 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Nicole Muenz is a financial advisor with Thrivent Investment Management holding a Series 66 designation and four years of industry experience. Her career includes roles at Central Trust Bank, LPL Financial, and State Street Bank, as well as academic positions at the University of Missouri and Truman State University. Outside of finance, she serves as an Assistant Tournament Director for USA Softball of Kansas City, supporting local girls' softball tournaments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. Their planning integrates with managed-account programs under a consolidated billing system while maintaining separate service offerings.

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

Kingsville, MO

Kingsville MO

Advisors at this office

1

Most active in

District of Columbia · Missouri · Oklahoma · Texas

Work history

4 years of industry experience

Thrivent Investment Management Inc

2023 - Present • 3 years

Minneapolis, MN

Thrivent Financial

2023 - Present • 3 years

Appleton, WI

Central Trust Bank

2021 - 2023 • 2 years

Jefferson City, MO

Lpl Financial, Llc

2021 - 2023 • 2 years

Jefferson City, MO

University Of Missouri

2019 - 2021 • 2 years

Columbia, MO

Central Bank Of Boone County

2019 - 2021 • 2 years

Columbia, MO

State Street Bank & Trust Co.

2018 - 2018 • 1 year

Kansas City, MO

Ashok B. Bavishi Cpa

2017 - 2017 • 1 year

Overland Park, KS

Truman State University

2015 - 2019 • 4 years

Kirksville, MO

Usa Softball Of Kansas City

2015 - 2018 • 3 years

Independence, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Lara S

Series 63, Series 66

Lake Lotawana, MO

Empower Advisory Group

Lara Smith is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Target and Starbucks before moving into financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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John L

Series 66

Lake Lotawana, MO

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

John Lynch is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 20 years of industry experience, with prior roles at Questar Asset Management and Woodbury Financial Services. Lynch also operates as an independent non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individual investors, retirement plans, corporations, and institutional clients. The firm supports independent advisors through a limited-partnership ownership structure and offers both advisory and brokerage services using a variety of custodians and third-party managers.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Robert W

CFP®, Series 63, Series 65

Pleasant Hill, MO

Money Concepts Capital Corp

Robert White is a CFP® professional with 35 years of industry experience, currently serving at Money Concepts Capital Corp. He has been with Prairie Financial Group, LLC since 2007. Outside of his advisory role, he is an author of fiction and serves as Vice President on the Board of Directors for the Cass County Coalition of Chambers, as well as a board member of the Pleasant Hill Historical District. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers a range of managed programs and employs model portfolios, third-party sub-advisers, and fundamental and technical analysis to manage assets for approximately 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Terry N

Series 63, Series 66

Greenwood, MO

Empower Advisory Group

Terry Neace is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been affiliated with Great West since 2014. Outside of advisory work, he also drives part-time for Amazon Flex and Uber. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as selected IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

Devin C

Series 66

Pleasant Hill, MO

Edward Jones

Devin Ceperley is a financial advisor with Edward Jones in Pleasant Hill, MO, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he was involved with First Baptist Church Grain Valley, the Kansas City Chorale, and the Blue Springs R-IV School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Charitable giving & philanthropy Educators, Teachers, and Academics Religious/faith focused
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Daniel D

Series 63, Series 65

Lee's Summit, MO

LPL Financial

Daniel Dornan is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including The Bank of Missouri, Simmons Bank, and SunTrust Advisory Services. He is currently involved in business development at The Bank of Missouri. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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