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Peggy Ann Vandyke

Advisor at Thrivent Investment Management — Latrobe, PA

Updated today

Credentials

Series 63, Series 66

Experience

18 years

Location

Latrobe, PA

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,212

Across 1,430 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Peggy Vandyke is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Thrivent Financial for Lutherans and its investment management division since 2007. Outside of her advisory role, she serves on the board of the Derry Railroad Days Committee and is involved in local political and community activities. 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, holistic financial planning without discretionary trading authority, focusing on ongoing or one-time engagements that cover a wide range of planning topics.

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

Latrobe, PA

Latrobe PA

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

18 years of industry experience

Thrivent Financial for Lutherans

2007 - Present • 19 years

Appleton, WI

Thrivent Investment Management Inc

2007 - Present • 19 years

Latrobe, PA

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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Suzanne W

Series 63, Series 66

Greensburg, PA

Elle Investment Group LLC

Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.

Active portfolio management
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Robert R

Series 66

Latrobe, PA

Rodino Wealth Management LLC

Robert Rodino Jr. is the sole advisor at Rodino Wealth Management LLC, holding a Series 66 designation with three years of industry experience. He previously worked at Ameriprise Financial Services, LLC for two years and was self-employed prior to founding his current firm in 2025. Rodino also maintains a licensed insurance agent activity that occupies less than 10% of his time. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes investment programs based on client goals and risk tolerance, conducts quarterly reviews including tax-loss harvesting, and manages each account separately using Charles Schwab & Co. as custodian.

General estate planning guidance Charitable giving & philanthropy
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Laura M

CFP®, Series 65

Ligonier, PA

Manion Financial Solutions LLC

Laura Manion is a CFP® and holds a Series 65 license, with two years of experience in financial advising. She is the principal of Manion Financial Solutions LLC and has prior experience as a self-employed tutor and as an educator at Live Oak School. Outside of advising, she tutors K-12 students for approximately 20 hours per week. Manion Financial Solutions LLC provides fee-only financial planning services primarily for individuals and high-net-worth clients through various engagement types. The firm also offers business-planning and employee-benefits consulting for business owners and conducts educational seminars, utilizing multiple analytical approaches and accommodating socially responsible investment preferences.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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Christina B

Series 65

Youngwood, PA

Advice & Planning Services LLC

Christina Bryner is a Series 65-licensed advisor with nine years of industry experience. She has been with Advice & Planning Services LLC since 2017 and also has a background with East Pittsburgh Courier Services, LLC. Advice & Planning Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth investors. The firm manages approximately $187 million in client assets, employs a range of analytical techniques including modern portfolio theory and quantitative analysis, and typically recommends ETFs with a long-term trading approach.

Passive / index investing General retirement planning College savings (529s, UTMA, etc.)
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Elizabeth M

Series 65

Delmont, PA

MacDougall Financial Counseling

Elizabeth Mac Dougall is a financial advisor at MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at Aldrich Capital Partners, Extended Travel, XO Group, and Whitewater Adventures. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations. The firm focuses on diversified portfolios implemented mostly through no-load mutual funds and ETFs, serving both non‑high-net-worth and high-net-worth households.

General tax planning Wealth management Retirement withdrawal strategies Life insurance needs analysis
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Ryan C

Series 65

Greensburg, PA

Chapel Hill Investment Analysts Inc

Ryan Codrick is a Series 65-licensed advisor at Chapel Hill Investment Analysts Inc with 8 years of industry experience. He has been with the firm since 2013. Chapel Hill Investment Analysts is an SEC-registered advisory firm serving individuals, businesses, trusts, and pension plans, managing over $400 million for approximately 1,411 clients. The firm combines a core, diversified allocation of ETFs and mutual funds with an actively traded equity sleeve and offers volatility-based portfolios, managing most accounts on a discretionary basis.

General retirement planning Cash flow / budgeting Founder/Business Owner
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