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Ryan Benton

Advisor at Thrivent Investment Management — Beloit, WI Cranston Road

Updated today

Credentials

Series 66

Experience

9 years

Location

Beloit, WI 53511

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,212

Across 1,432 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Ryan Benton is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2020 before joining Thrivent. Outside of his advisory role, Benton creates product review content for Amazon and TikTok. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial planning topics. The firm offers ongoing or one-time engagements without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

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

Beloit, WI Cranston Road

2225 Cranston Road

Beloit WI 53511

Advisors at this office

3

Most active in

Illinois · Oklahoma · Texas · Wisconsin

Work history

9 years of industry experience

Thrivent Financial

2021 - Present • 5 years

Appleton, WI

Thrivent Investment Management Inc

2020 - Present • 6 years

Beloit, WI

Thrivent Financial

2020 - 2021 • 1 year

Appleton, WI

Edward Jones

2016 - 2020 • 4 years

St Louis, MO

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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Kristy J

Series 66

Janesville, WI

Uncommon Cents Investing

Kristy Jorgensen is a financial advisor at Uncommon Cents Investing with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and served in the Wisconsin Air National Guard 115th Fighter Wing. Uncommon Cents Investing provides discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates. The firm emphasizes a long-term, tax-conscious approach guided by client profiles and written investment plans, managing portfolios primarily with individual equities and additional diversified assets on a discretionary basis.

Wealth management Retirement withdrawal strategies Tax-loss harvesting Annuities Founder/Business Owner
user avatar

Sheena H

CFP®, Series 66

Janesville, WI

Uncommon Cents Investing

Sheena Hanson is a CFP® with 19 years of experience in the financial industry. She has worked at Uncommon Cents Investing since 2017 and previously spent 11 years at SII Investments, Inc. She also serves as a public notary for the state of Wisconsin. Uncommon Cents Investing is a team-based firm offering discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates. The firm follows a long-term, tax-conscious investment approach using fundamental analysis and typically manages portfolios with individual equities, ETFs, mutual funds, and fixed income instruments.

Wealth management Retirement withdrawal strategies Tax-loss harvesting Annuities Founder/Business Owner
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Gregory S

Series 65

Janesville, WI

Uncommon Cents Investing

Gregory Snyder is a financial advisor at Uncommon Cents Investing in Janesville, WI, with eight years of industry experience. He holds a Series 65 designation and has previously worked at General Motors and Fagan Automotive. Uncommon Cents Investing provides discretionary investment management and financial planning to individuals, employer-sponsored retirement plans, trusts, and estates, focusing on long-term, tax-conscious strategies primarily using individual equities complemented by ETFs, mutual funds, and fixed income for diversification. The firm manages approximately $520 million in regulatory assets and offers additional services including ERISA advisory and consulting on estate planning, real estate, insurance, and private-business investments.

Wealth management Retirement withdrawal strategies Tax-loss harvesting Annuities Founder/Business Owner
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Drew W

Series 63, Series 65

Beloit, WI

Coordinated Capital Securities, Inc.

Drew Williams is a financial advisor at Coordinated Capital Securities, Inc. in Beloit, WI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Coordinated Capital Securities since 2015. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 professionals managing approximately $137 million for around 186 clients.

General retirement planning
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John B

Series 63, Series 65

Janesville, WI

Uncommon Cents Investing

John Berkley is a financial advisor with Uncommon Cents Investing in Janesville, WI, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include positions at Highland Capital Brokerage and SII Investments, Inc., spanning four decades. Outside of advising, he is President of John Berkley, Inc., a business entity used for tax purposes. Uncommon Cents Investing is a team-based firm providing discretionary investment management and financial planning to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious strategies guided by client profiles and written investment plans, typically using individual equities supplemented by ETFs, mutual funds, and fixed income for diversification.

Wealth management Retirement withdrawal strategies Tax-loss harvesting Annuities Founder/Business Owner
user avatar

Joel B

Series 63, Series 65

Janesville, WI

Johnson Wealth Inc.

Joel Bailey is a financial advisor at Johnson Wealth Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Johnson Wealth Inc. since 2016. Bailey is also a Senior Vice President and Wealth Advisor at Johnson Bank, where he has been employed since 2001. Johnson Wealth is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, foundations, endowments, not-for-profits, business and government entities, and other investment advisers. The firm focuses on long-term, purpose-driven investment strategies based on asset allocation, model portfolios, and manager selection using both qualitative and quantitative analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Wealth management Airline Pilot
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